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Parker Financial Planning, LLC.

Chris Parker

CFP®
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Registry Member Since 2008

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 or Years
  • College for Financial Planning - CFP
  • University of Kentucky - 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
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

Location
  • 33 Market Point Drive
    Greenville, South Carolina, 29607
Additional Locations
  • Port Charlotte, Florida
  • Louisville, Kentucky
Telephone (Main Office)
  • 864.527.0485
Website
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $500,000
Types of Fees
  • Hourly Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
  • Planning Only
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Folio Institutional, Inc.
Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
My Philosophy

As a private practice fee-only (commission free) financial planning and investment advisory firm, clients are assured to receive completely objective, customized and unbiased fiduciary financial advice plus institutional investment pricing on managed accounts.

My Disclosures
Some professionals and firms have disclosures.

None

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

Advisor Name: Chris Parker
Most Recent Update: Aug 12, 2015

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