Parker Financial Advisors

Parker Financial Advisors (CRD# 114213) is a financial advisory firm headquartered in Houston, TX. They manage $139,669,200 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $537,189
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Parker Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Charles L. Parker
CRD#: 1406057
14800 St Mary's Lane, Suite 245, Houston, TX 77079
96
Wealthminder
score

Charles Parker (CRD# 1406057) is an Investment Advisor Representative working at Parker Financial Advisors in Houston, TX and has over 31 years of experience in the finance industry. Charles 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.

2
Joseph L. Klingen
CRD#: 2413199
14800 Saint Mary's Lane, Suite 245, Houston, TX 77079
73
Wealthminder
score

Joseph Klingen (CRD# 2413199) is an Investment Advisor Representative working at Parker Financial Advisors in Houston, TX and has over 23 years of experience in the finance industry.

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