BP
CFP
BP
CFP

Brian Tallman Parker

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is involved in several outside business activities. He is a Director of Financial Planning for Agency Development Inc. and Structured Settlement Consulting, a sports official, a Partner at Hyde Park Insurance Partners selling property and casualty insurance, and a financial planner and wealth manager for Hyde Park Wealth Advisors, dba (full-time).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 3 mos
Cambridge Investment Research, INC.
November 2025 - Present · 3 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 3 mos
Dempsey Lord Smith, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Dempsey Lord Smith, LLCBroker
April 2022 - November 2025 · 3 yrs 7 mos
Premium 72 Capital
January 2021 - December 2022 · 1 yr 11 mos
Cabot Lodge Securities LLCBroker
June 2019 - May 2022 · 2 yrs 11 mos
Sandlapper Securities, LLCBroker
June 2014 - May 2019 · 4 yrs 11 mos
Sandlapper Wealth Management, LLC
February 2011 - December 2020 · 9 yrs 10 mos
Colony Park Financial Services LLC.Broker
February 2011 - June 2014 · 3 yrs 4 mos
Morgan Stanley Smith Barney LLC
December 2009 - December 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
October 2009 - December 2010 · 1 yr 2 mos
Fifth Third Securities, INC.Broker
July 2007 - March 2009 · 1 yr 8 mos
State Registrations7 states
CAFLNENJNVOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.