Starting January 2020, we're changing the way you access your accounts with us. Every annuity & investor client will be receiving a registration link to access your own personal financial website hosted by Parker Financial LLC. You'll receive this invitation at your next annual review. If you'd like us to set it up before that, then please email us at email@example.com.
If you've already received and registered for your site, then you can access it at https://wealth.emaplan.com/ema/ria/parkerfinancialllc.
Otherwise you can continue to use the below links for now, but please save them in an easy to remember place as we'll be deleting them from our website at some point in the future.
For clients with assets custodied at FolioFN using Eqis Capital, please click here to login: www.eqislogin.com
For clients with assets custodied at Fidelity Investments, please click here to login: www.Fidelity.com
For your performance reports, click here: www.advisor.envestnet.com
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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services of Parker Financial, LLC & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. He is also insurance licensed in California #0K80147 and under Insurance Services of Parker Financial, LLC #0K76565. Parker Financial LLC is a registered investment adviser in the State of Washington & Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Most states allow for a de minimus exemption of up to 5 clients in any state. Individualized responses to person that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.