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Parker Financial Planning, LLC.

Chris Parker

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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
  • 20 Years
College Degrees or Years
  • College for Financial Planning - CERTIFIED FINANCIAL PLANNER
  • University of Kentucky - Bachelor of Business Administration
Association Memberships
  • Qualiified Kingdom Advisors
  • Dimensional Fund Advisors
Registrations & Licenses
  • RIA/IAR Registration
  • Other
  • Type of RIA Registration: State - South Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • No

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
  • None
Types of Fees
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Businesses
Limited Engagement Services
  • Planning Only
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Folio Institutional, Inc.
Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
My Philosophy

Parker Financial Planning, LLC. is a fee-only financial planning and investment advisory firm. Chris Parker, a CERTIFIED FINANCIAL PLANNER™ professional, provides comprehensive financial planning services to a select group of families and individuals. Our process and approach helps clients plan for and stay on track to reach their personal financial and life goals. Since we have a fiduciary relationship with our clients and do not accept commissions, our advice can remain completely objective.

My Disclosures
Some professionals and firms have disclosures.

None

My Comments

Our mission at Parker Financial Planning, LLC. is to assist clients plan for and stay on track to meet their financial and life goals through objective, unbiased fee-only comprehensive financial advisory services

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

Advisor Name: Chris Parker
Most Recent Update: Feb 12, 2016

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