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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
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Parker Financial Planning offers clients a choice of Virtual, Private Client, or Hourly advisory services.

G. Asset Requirement
  • None

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
  • None
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
  • None
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

    Parker Financial Planning offers clients a choice of Virtual, Private Client, or Hourly advisory services.

B. Minimum Asset Requirement
  • None
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
    Parker Financial Planning offers clients a choice of Virtual, Private Client, or Hourly advisory services

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:
  • Sep 20, 2016

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