Parker HollandCRD Number: 6279380
Current Firm: Eqis Capital Management
Compensation Model: Both
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|EQIS Capital Management||Apex, NC||Aug 2016 - Current||3|
|Capital Financial Advisory Group, LLC||Apex, NC||Jul 2016 - Current||3|
|World Equity Group||Apex, NC||Aug 2015 - Jul 2016||< 1|
|Northwestern Mutual Investment Services LLC||Raleigh, NC||May 2015 - Aug 2015||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2014 - Aug 2015||1|
|Student||Apex, NC||Aug 2000 - May 2015||14|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Aug 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 2015|
Total Assets Under Management1,838MILLIONS
Total Number of Accounts18,873ACCOUNTS
Average Account Value$97,384
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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