Zachary Parker, financial advisor Birmingham AL

Zachary Parker

CRD Number: 4334739
Current Firm: Securities America Advisors, Inc.

Zachary Parker (CRD# 4334739) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Birmingham, AL and has over 23 years of experience in the finance industry. Zachary Parker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Zachary S. Parker Consulting Omaha, NE Nov 2010 - Current 13
Securities America Advisors, Inc. Birmingham, AL Feb 2006 - Current 18
Securities America, Inc. Birmingham, AL Jan 2006 - Current 18
Zachary Parker La Vista, NE Jan 2000 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Zachary S. Parker
Phone Number: 402-399-9111
Registered State(s):
  • AL
  • NE
By the Numbers
  • Total Assets Under Management
    40,420
    MILLIONS
  • Total Number of Accounts
    211,150
    ACCOUNTS
  • Average Account Value
    $191,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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