Eliza Parton has been an investment adviser representative at BCS Financial since July 2024, and is not listed among the firm’s executive officers or direct owners. Eliza Parton holds a Bachelor's degree in finance with a concentration in Corporate Finance and Investments and a minor in management from East Tennessee State University and a Master of Business Administration from East Tennessee State University.
BCS Financial, LLC is a Johnson City, TN firm with $987M under management, 848 clients and 7 advisers in one office, as of its March 2026 filing.
Eliza Parton is Financial Advisor of BCS Wealth Management. Parton works within the team of financial advisors to create and monitor customized, comprehensive financial plans for individuals and families, and assists with client care and outreach, trading, reporting, and research.
- BCS Wealth Management, LLCCurrent– present · 2 yearsJohnson City, TN · Adviser representative · Firm CRD 115489
Professional designations
Listed by BCS Financial
- Accredited Asset Management Specialist® (AAMS®)
Investment adviser representative registrations
Eliza Parton is registered as an investment adviser representative in Tennessee, since July 2024.
- TennesseeSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eliza Brooke Parton
- CRD
- 7926551
- Firm
- BCS Financial · CRD 115489
- Office
- 541 SID MARTIN ROAD, SUITE A, Johnson City, TN 37615
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bcswealth.com
Where does Eliza Parton work?
Eliza Parton is an investment adviser representative registered through BCS Financial, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eliza Parton a financial advisor?
Yes. Eliza Parton has a current investment-adviser registration in Tennessee, through BCS Financial since July 2024.
How many years of experience does Eliza Parton have?
Eliza Parton has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Eliza Parton passed?
Eliza Parton passed the Series 65 in July 2024.
Where is Eliza Parton based?
Eliza Parton’s registered office is in Johnson City, TN.
Is Eliza Parton registered with FINRA?
No. Eliza Parton has no current broker registration.
How can I verify Eliza Parton’s record?
Search CRD 7926551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eliza Parton’s full registration record.