Brett Parker (CRD# 4173342) is an Investment Advisor Representative working at Aquilant Advisors in Saint Louis, MO and has over 23 years of experience in the finance industry. Brett 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aquilant Advisors | St. Louis, MO | Apr 2019 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2019 - Current | 5 |
| Royal Alliance Associates | St. Louis, MO | Aug 2005 - Apr 2019 | 13 |
| Premier Financial Partners, LLC | St. Louis, MO | Jun 2004 - Apr 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- MO
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts651ACCOUNTS
-
Average Account Value$279,917
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, IL, MO, TX
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