Karla Parker (CRD# 2774045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leoma, TN and has over 27 years of experience in the finance industry.
CRD# 4422326
Edward Jones
CRD# 5892585
Private Advisor Group, LLC
CRD# 5083504
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Florence, AL | Sep 2023 - Current | < 1 |
Sagepoint Financial | Florence, AL | Jun 2021 - Sep 2023 | 2 |
Securian Financial Services Inc. | St. Paul, MN | May 2018 - May 2021 | 3 |
Minnesota Life Insurance Co | St. Paul, MN | May 2018 - May 2021 | 3 |
Wealth Management Group LLC | Birmingham, AL | May 2018 - May 2021 | 3 |
Mml Investors Services, LLC | Florence, AL | Mar 2017 - May 2018 | 1 |
Massachusetts Mutual Life Insurance Company | Florence, AL | Mar 2017 - May 2018 | 1 |
Metlife Securities Inc. | Florence, AL | Jul 1996 - Mar 2017 | 20 |
Metropolitan Life Insurance Company | Florence, AL | Jul 1996 - Jul 2016 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- AL
- TN
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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