Paladin Research Report For:

Courtney Leffall

LX Parker Wealth Management

300 East Davis Street
Suite 112
McKinney, TX 75069

About Courtney Leffall

In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management.

We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.

See Disclosures

General Information


Qualifications & Membership

Compensation and Fees


BBA - Marketing & Finance
  • Lehigh University
    06/15/2003 -12/17/2006
MBA - Finance and Entrepreneurship
  • University of Texas at Austin Red McCombs School of Business
    08/01/2013 -06/01/2015

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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