RIA Custody
You, Your RIA Custodian and Parker Financial
Choosing the Right RIA Custodian
Selecting an independent Registered Investment Adviser (RIA,) like Parker Financial, LLC is a significant decision. And "choosing the right brokerage firm to custody your assets is equally important.
Preferred RIA Custodian
After careful consideration and thorough evaluation of various options available in the market, we have selected Charles Schwab as our preferred RIA custodian. Charles Schwab is not owned, affiliated with or supervised by Parker Financial, LLC.
Learning Center
Schwab Client Learning Center is designed to help you use tools and understand how Schwab and Parker Financial, LLC, an independent advisor, work together to serve you.
Advantages and Benefits
We believe that Charles Schwab offers unparalleled advantages and benefits that align closely with our commitment to providing you with exceptional service and maximizing the value of your investments.
- Industry Leadership and Reputation
- Comprehensive Range of Services
- Commitment to Independent RIA Success
- Security and Protection
- Cost-Effective Solutions
How our modern office benefits clients?
Equipped with advanced technologies, we can significantly enhance the client experience by facilitating seamless communication, personalized financial planning, real-time monitoring, robust security, efficient workflow management, and access to educational resources.