PALADIN RESEARCH REPORT FOR:

Chris Parker
CFP®

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STATUS
20
YEARS OF EXPERIENCE
2008
ADMITTED TO REGISTRY
None
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • Chris Parker
B. Credentials
  • Years of Experience: 20
  • Degrees or Years of College: College for Financial Planning CERTIFIED FINANCIAL PLANNER, University of Kentucky Bachelor of Business Administration
  • Certifications: CFP®
C. Compliance Record
  • No Disclosures
D. Minimum Asset Requirement
  • None
E. Types of Client Relationships
  • Traditional
  • Virtual
  • Robo

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
D. Telephone
  • 864.477.0223

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Parker Financial Planning, LLC.
B. Name of RIA
  • Parker Financial Planning, LLC.
C. Name of Broker/Dealer
  • None
D. Relationship to Firm
  • Owner

V. Credentials

A. Paladin Quality Rating
  • 5 Stars
  • View Paladin Quality Ratings
B. Years of Financial Experience
  • 20 Years
C. Education, Degrees, Years
  • College for Financial Planning - CERTIFIED FINANCIAL PLANNER
  • University of Kentucky - Bachelor of Business Administration
D. Current Certifications
E. 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

    Designed for busy professionals and active retirees, Parker Financial Planning offers clients a choice of 4 time flexible service models. Each service offering has been designed personally by Chris Parker, an experienced CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor who, through client interactions and his own experience, understands client time is important in fitting in services. No product sales or commissions, our advice is 100% independent and objective

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
  • Other:
G. Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
H. Second Language(s)
  • No
I. Value Statement
  • View Value Statement
    Designed for busy professionals and active retirees, Parker Financial Planning offers clients a choice of 4 time flexible service models. Each service offering has been designed personally by Chris Parker, an experienced CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor who, through client interactions and his own experience, understands client time is important in fitting in services. No product sales or commissions, our advice is 100% independent and objective

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Other
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Custodian(s)
  • Folio Institutional, Inc.
F. Comments
  • I can provide advice on variable annuities for a fixed advisory fee.

IX. Certification

Advisor Name
  • Chris Parker
Most Recent Update:
  • May 27, 2016

Other

Advanced tax and legal advice is offered through strategic partnerships with CPA's and Attorney's.