Parker Financial Planning, LLC

Parker Financial Planning, LLC (CRD# 125511) is a financial advisory firm headquartered in Mystic, CT. They manage $37,792,243 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $250,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

CT

Financial Advisors at Parker Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore L. Parker
CRD#: 2362925
28 Cottrell Street, Mystic, CT 06355
96
Wealthminder
score

Theodore Parker (CRD# 2362925) is an Investment Advisor Representative working at Parker Financial Planning, LLC in Mystic, CT and has over 24 years of experience in the finance industry. Theodore 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
Bryan J. Watts
CRD#: 5170706
28 Cottrell St., Mystic, CT 06355
87
Wealthminder
score

Bryan Watts (CRD# 5170706) is an Investment Advisor Representative working at Parker Financial Planning, LLC in Mystic, CT and has 1 year of experience in the finance industry.

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