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).
Total Assets Under Management38MILLION
Total Number of Accounts151ACCOUNTS
Average Account Value$250,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.