Mitchell ParkerCRD Number: 6815658
Current Firm: Morgan Stanley
Mitchell Parker (CRD# 6815658) is an Investment Advisor Representative working at Morgan Stanley in Pepper Pike, OH and has 1 year of experience in the finance industry.
Lpl Financial LLC
Strategic Wealth Partners, Ltd.
Tyler-stone Wealth Management, LLC
|Morgan Stanley||Pepper Pike, OH||May 2019 - Current||1|
|Unemployment||Cleveland, OH||Feb 2019 - May 2019||< 1|
|Mai Capital Managment||Cleveland, OH||Sep 2018 - Feb 2019||< 1|
|Mml Investors Services||Maumee, OH||May 2018 - Sep 2018||< 1|
|Mass Mutual Life Insurance Company||Maumee, OH||Apr 2018 - Sep 2018||< 1|
|Ohio University, Department Of Housing||Athens, OH||Aug 2016 - May 2018||1|
|Parker's Painting||Mccutchenville, OH||May 2015 - May 2018||3|
|Ohio University||Athens, OH||Aug 2014 - May 2018||3|
|Charles Schwab||Austin, TX||Jun 2017 - Aug 2017||< 1|
|Jeff Hayman Excavating Inc.||Tiffin, OH||May 2014 - Aug 2016||2|
|Ohio University, Event Services||Athens, OH||Apr 2015 - May 2016||1|
|Tiffin University||Elyria, OH||Aug 2012 - Jun 2014||1|
|Clouse Construction||New Regel, OH||May 2013 - Aug 2013||< 1|
|Mohawk Schools||Sycamore, OH||Aug 2007 - Jun 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management904,301MILLIONS
Total Number of Accounts1,863,328ACCOUNTS
Average Account Value$485,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, 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, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.