Brian Daniel Parker

ChFC

Rda Financial Network

32 Years of Experience

7 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Rda Financial Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,479 clients

Average Client Portfolio

$391K average

Assets Under Management

$578.7M

Fee Structure

Minimum Investment:$25K

Location

109 Innwood Drive, Covington, LA, 70433

Get directions

History

Regulatory History (7)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2019

Final

Employment Separation After Allegations

October 2017

Customer Dispute

May 2016

Settled

Customer Dispute

November 2015

Closed-No Action

Regulatory

May 2011

Final

Employment Separation After Allegations

January 2011

Customer Dispute

December 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is a sales agent for Advanced Financial Concepts, Inc. selling life and health insurance since 2004, dedicating a few hours per week. Brian also owns rental property and provides notary services, dedicating minimal time to each.