Matthew Parker (CRD# 6019617) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Laurel, DE and has over 12 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 5739173
Ballast Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Laurel, DE | Sep 2016 - Current | 7 |
| The Insurance Market Inc. | Laurel, DE | Dec 2007 - Dec 2016 | 9 |
| Woodbury Financial Services, Inc. | Laurel, DE | Feb 2012 - Sep 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- DE
- TX
-
Total Assets Under Management37,134MILLIONS
-
Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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