Parker Wagner (CRD# 7430697) is an Investment Advisor Representative working at Interwise in Holladay, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chauner Securities, Inc. | Northbrook, IL | Oct 2023 - Current | < 1 |
| Interwise Tax, LLC | Holladay, UT | Jan 2023 - Current | 1 |
| Valued Wealth Advisors, LLC | Holladay, UT | Nov 2022 - Current | 1 |
| Vision Real Estate | Provo, UT | Mar 2018 - Current | 6 |
| Independent Financial Group | Holladay, UT | Nov 2022 - Jul 2023 | < 1 |
| Independent Financial Group | Holladay, UT | Aug 2021 - Jul 2023 | 1 |
| Valued Wealth Advisors, LLC | Holladay, UT | Nov 2021 - Nov 2022 | 1 |
| Student | Salt Lake City, UT | Jun 2017 - Aug 2020 | 3 |
| Elite It Solutions | Orein, UT | Sep 2017 - Feb 2018 | < 1 |
| Valued Wealth Advisors | Salt Lake City, UT | Jun 2017 - Aug 2017 | < 1 |
| Church Of Jesus Christ | Morristown, UT | Jul 2015 - Jun 2017 | 1 |
| Student | Salt Lake City, UT | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- UT
- WA
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts936ACCOUNTS
-
Average Account Value$246,023
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, CA, ID, NE, TX, UT, WA
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