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PALADIN RESEARCH REPORT FOR:

Chris Parker

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Telephone Advisor
864.477.0223

I. Snapshot

A. Registry Member
  • Since 2008
B. Years of Experience
  • 20
C. College Degrees
  • College for Financial Planning - CERTIFIED FINANCIAL PLANNER
  • University of Kentucky - BS in Business Administration
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I believe that it all begins with a well structured financial plan for a client. Investment management recommendations are an important part of that plan and are based upon the finding of the plan. I believe its important to look at the 'total client' to provide the best financial and investment advice possible. It all works together.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Chris Parker
B. Main Location
  • 33 Market Point Drive
    Greenville, South Carolina, 29607
C. Additional Locations
  • Port Charlotte, Florida
    Fernandina Beach, Florida
D. Telephone
  • 864.477.0223

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Parker Financial Planning, LLC.
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Parker Financial Planning, LLC.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Folio Institutional, Inc.

V. Credentials

A. Years of Financial Experience
  • 20 Years
B. College, Degrees, Years
  • College for Financial Planning - CERTIFIED FINANCIAL PLANNER
  • University of Kentucky - BS in Business Administration
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Dimensional Fund Advisor

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - South Carolina
C. Industry Licenses
  • Other
D. Registration & License Numbers
  • CRD: 147413
  • IARD: 147413
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    I believe that it all begins with a well structured financial plan for a client. Investment management recommendations are an important part of that plan and are based upon the finding of the plan. I believe its important to look at the 'total client' to provide the best financial and investment advice possible. It all works together.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    My firm offers clients flexibility in how they do business with the firm. They can choose Virtual, Private Client, or Hourly advisory services depending upon their preferences and needs.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Comments
  • I can provide advice on variable annuities for a fixed advisory fee.

IX. Certification

Advisor Name
  • Chris Parker
Most Recent Update:
  • Oct 10, 2016

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