Taylor Parker, financial advisor The Woodlands TX

Taylor Parker

CRD Number: 6632098
Current Firm: Engrave Wealth Partners, LLC

Taylor Parker (CRD# 6632098) is an Investment Advisor Representative working at Engrave Wealth Partners, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry. Taylor 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.

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Professional Designations
Company Name Location Dates Years
Engrave Wealth Partners, LLC The Woodlands, TX Jun 2017 - Current 3
Heritage Legacy Enterprises, LLC New Waverly, TX Aug 2014 - Current 6
Archetype Wealth Partners, LLC Houston, TX Apr 2017 - Jun 2017 < 1
Sagepoint Financial, Inc. The Woodlands, TX Jun 2016 - Apr 2017 < 1
Alphalytics Research, LLC The Woodlands, TX Jun 2015 - Apr 2017 1
Thomas Edison State University Trenton, NJ Jan 2013 - Jan 2015 2
Parker Homeschool (highschool) New Waverly, TX Sep 2009 - Jan 2013 3
Parker Homeschool New Waverly, TX Jun 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Taylor S. Parker
Phone Number: 281-616-5935
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $400,834
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
Types of Clients
Registered States

CA, FL, LA, TX

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