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Edward Parker

Investment Adviser Representative at Sovran Advisors, LLC

San Diego, CACRD #7913078Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward Parker is an investment adviser representative with Sovran Advisors, LLC in San Diego, CA, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Bamboo Wealth Strategies. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

3131 Camino Del Rio N., Suite 800
San Diego, CA 92108

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/25/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sovran Advisors, LLCCurrent
5/20/2024 – San Diego, CA
Bamboo Wealth Strategies
5/20/2024 – 6/14/2024San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of California Santa Barbara
    Sep 2016 – Oct 2020Santa Barbara, CA
  2. Unemployed
    Oct 2020 – Sep 2022San Diego, CA
  3. Spectrum Consulting Group
    Sep 2022 – no end date reportedSan Diego, CA
  4. Bamboo Wealth Strategies
    Dec 2022 – no end date reportedSan Diego, CA
  5. Sovran Advisors, LLC
    Mar 2024 – no end date reportedSan Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sovran Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
68
Offices listed on AdvisorFinder:
4
Main office:
San Diego, CA
SEC file number:
801-129342

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at Sovran Advisors, LLC

Showing 12 of 68 in the directory

View Sovran Advisors, LLC firm profile

Similar advisors in San Diego, CA

Other advisors whose filed branch office is in the same city.

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. Edward Parker 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Edward Parker (Sovran Advisors) - Fees & Credentials