Parker Smith, financial advisor Atlanta GA

Parker Smith

CRD Number: 7414146
Current Firm: Principal Securities, Inc.

Parker Smith (CRD# 7414146) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Merit Financial Advisors
Company Name Location Dates Years
Focused Financial Group Atlanta, GA Jan 2022 - Current < 1
Principal Life Insurance Company Atlanta, GA Jul 2021 - Current < 1
Principal Securities Inc. Atlanta, GA Jul 2021 - Current < 1
Ksa Insurance Agency Sandy Springs, GA Jan 2016 - Jul 2021 5
Vector Marketing Marietta, GA Jun 2015 - Aug 2016 1
I Have 12-16 Sandy Springs, GA Aug 1998 - Jun 2015 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Parker W. Smith
Phone Number: 888-774-6267
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    11,439
    MILLIONS
  • Total Number of Accounts
    44,544
    ACCOUNTS
  • Average Account Value
    $256,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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