Parker Holland, financial advisor Apex NC

Parker Holland

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Parker R. Holland
Phone Number: 800-949-9936
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,838
    MILLIONS
  • Total Number of Accounts
    18,873
    ACCOUNTS
  • Average Account Value
    $97,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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