Donna Parker, financial advisor Round Rock TX
93 score

Donna Parker

CRD Number: 1057658
Current Firm: Signator Investors, Inc.

Donna Parker (CRD# 1057658) is an Investment Advisor Representative working at Signator Investors, Inc. in Round Rock, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Round Rock, TX May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Round Rock, TX Sep 2009 - Current 7
Connecticut Mutual Life Ins. Company Orange, CA Dec 1986 - Current 30
Transamerica Financial Resources, Inc. Round Rock, TX May 1992 - Sep 2009 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Donna B. Parker
Phone Number: 800-543-6611
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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