Jeffrey Parker, financial advisor Tampa FL
93 score

Jeffrey Parker

CRD Number: 5498966
Current Firm: Sequoia Financial Advisors, LLC

Jeffrey Parker (CRD# 5498966) is an Investment Advisor Representative working at Sequoia Financial Advisors, LLC in Tampa, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sequoia Financial Advisors, LLC Tampa, FL Oct 2012 - Current 4
Valmark Securities, Inc. Akron, OH Oct 2012 - Current 4
Sequoia Financial Group, LLC Tampa, FL Sep 2012 - Current 4
Hammerman & Strickland, LLC Lutz, FL Aug 2011 - Sep 2012 1
Hammerman & Strickland Securities, LLC Lutz, FL Feb 2008 - Sep 2012 4
Hammerman & Strickland, LLC Lutz, FL Feb 2008 - Aug 2011 3
Verizon Data Services Tampa, FL Mar 1998 - Jan 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Jeffrey L. Parker
Phone Number: 330-375-9480
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,851
    MILLIONS
  • Total Number of Accounts
    4,005
    ACCOUNTS
  • Average Account Value
    $462,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

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

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