Small_parker-chris1345_ad-rounded

PALADIN RESEARCH REPORT FOR:

Chris F. 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 - Masters in Personal Financial Planning
  • University of Kentucky - Bachelors in Marketing/Economics
D. Certifications
  • CFP®, MSFP
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I believe in the power of a personal financial plan. The plan is the key starting point to help a client move towards their goals. Our core mission is to provide access to affordable, objective, fee-for-service, and competent personal financial planning services.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Chris F. 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 - Masters in Personal Financial Planning
  • University of Kentucky - Bachelors in Marketing/Economics
D. Financial Industry Associations (Active Memberships)
  • Dimensional Fund Advisor

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
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 in the power of a personal financial plan. The plan is the key starting point to help a client move towards their goals. Our core mission is to provide access to affordable, objective, fee-for-service, and competent personal financial planning 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
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
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 is a personal financial planning firm first and foremost. We believe in the power of a strategic plan. Once the plan is in place, we assist the client implement and monitor the plan on a fee-for-service (non-commission/no financial product sales) basis. For investment management, we provide access to institutional money managers and provide oversight and service of client accounts. Our firm is an approved Dimensional Fund Advisory firm.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
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

IX. Certification

Advisor Name
  • Chris F. Parker
Most Recent Update:
  • Jan 5, 2018

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