Rita ParkerCRD Number: 1218442
Current Firm: Raymond James & Associates, Inc.
Rita Parker (CRD# 1218442) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ridgeland, MS and has over 34 years of experience in the finance industry. Rita 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.
Bergland Wealth Management, Inc.
Asset Dedication, LLC
Wells Fargo Advisors Financial Network, LLC
|Raymond James And Associates||Jackson, MS||Feb 2012 - Current||6|
|Wells Fargo Advisors LLC||Ridgeland, MS||May 2009 - Feb 2012||2|
|Wachovia Securities, LLC||Ridgeland, MS||Jan 2008 - May 2009||1|
|A.g. Edwards||Ridgeland, MS||Feb 1981 - Jan 2008||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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, 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