How does the advisor help clients – Key Takeaways:
PARKER FINANCIAL LLC is a trusted and experienced financial advisory firm that helps individuals and businesses achieve their financial goals. With their extensive knowledge and expertise in the industry, they are able to provide personalized solutions and strategies to help clients reach financial success.
- Offers a wide range of financial services to cater to different needs
- Serves various types of clients including individuals and businesses
- Operates with various forms of fees and compensation options
- Transparent and trusted partner in managing clients’ finances
Facts and Insights
PARKER FINANCIAL LLC is a registered financial advisory firm with the Securities and Exchange Commission. They have been in business since 2005, providing clients with sound financial advice and strategies. With a team of experienced and knowledgeable advisors, they have managed to grow their assets under management (AUM) to $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 10 |
| 2020 | $500 | 15 |
Financial Services Offered
Parker Financial LLC offers a wide range of financial services to address the various needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
PARKER FINANCIAL LLC caters to various types of clients, including:
- Individuals
- High net worth individuals
- Small business owners
- Corporations
Fees & Compensation
PARKER FINANCIAL LLC operates with various forms of fees and compensation options to ensure that their services are accessible and affordable to their clients. These include:
- Asset-based fee
- Hourly fee
- Flat fee
- Commission-based fee
Background
PARKER FINANCIAL LLC was founded in 2005 by John Parker, a seasoned financial advisor with over 20 years of experience in the industry. Since then, the firm has grown and expanded its services, earning a reputation as a trusted and reliable financial partner for their clients.
Financial Advisor Disclosures to Know
PARKER FINANCIAL LLC believes in transparency and strives to maintain a good relationship with their clients. As such, they disclose any potential conflicts of interest, fees charged, and any other relevant information to their clients. They also adhere to the fiduciary standard, meaning they always act in the best interest of their clients.