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Bryan Parks

Investment Adviser Representative at ALTA WEALTH ADVISORS LLC

Woburn, MACRD #5366064Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
19 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 19 states
AlabamaCaliforniaConnecticutFloridaGeorgiaIllinoisIndianaKansasMaineMassachusettsMichiganNew HampshireNew YorkNorth CarolinaPennsylvaniaRhode IslandTexasVermontVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/2/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/3/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/30/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Portfolio Mgmt $0-$100,0002.00%
Portfolio Mgmt $100,001-$500,0001.50%
Portfolio Mgmt $500,001-$2,500,0001.25%
Portfolio Mgmt $2,500,001-$10,000,0001.00%
Portfolio Mgmt $10,000,001+0.75%
Pension Consulting $0-$1,000,0001.00%
Pension Consulting $1,000,001-$2,500,0000.75%
Pension Consulting $2,500,001+0.50%
Source

ALTA Wealth Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTA WEALTH ADVISORS LLCCurrent
4/30/2018Woburn, MA
PINNACLE PRIVATE WEALTH, LLC
6/1/20175/23/2018Woburn, MA
LPL FINANCIAL LLC
9/11/201710/20/2017Woburn, MA
LPL FINANCIAL LLC
5/6/20139/6/2017Woburn, MA
SANTANDER SECURITIES
9/26/20125/15/2013Chelmsford, MA
LPL FINANCIAL LLC
5/5/20119/19/2012West Newton, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALTA WEALTH ADVISORS LLC

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View ALTA WEALTH ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Parks has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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