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Registry Member Since 2012

Chris Parker

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Paladin Quality Rating: 5 Stars

My Philosophy My Disclosures My Comments

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Parker Financial Planning, LLC.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 19 Years
Certifications & Designations
College Degrees
  • CFP
  • BS
Association Memberships
  • Kingdom Advisors
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - South Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None
Social Connections
  • None

About My Business

Location
  • 33 Market Point Drive
    Greenville, South Carolina, 29607
Additional Locations
  • Venice, Florida
Telephone
  • 864.527.0485
Website
Number of Clients - Personal Data
  • Available Upon Request
Amount of Assets - Personal Data
  • Available Upon Request
Minimum Asset Requirement
  • $250,000
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Insurance Products
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
  • Insurance Products
  • Tax Advice & Services
  • Legal Advice & Services
Types of Clients
  • Individuals
Limited Engagement Services
  • Planning Only (Do not require assets)
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Folio Institutional, Inc.
Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)

I certify the information in this research report is accurate and current.

Advisor Name: Chris Parker
Most Recent Update: Oct 8, 2014

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