Parker Wealth Management, LLC

Parker Wealth Management, LLC (CRD# 157064) is a financial advisory firm headquartered in Windsor, CT. They manage $14,000,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
360 Bloomfield Avenue, Suite 301, Windsor, CT 06095
https://www.linkedin.com/company/parker-wealth-management-llc/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $264,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Parker Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Smith, financial advisor Windsor CT
Jeffrey P. Smith
CRD#: 5900988
360 Bloomfield Avenue, Suite 301, Windsor, CT 06095

Jeffrey Smith (CRD# 5900988) is an Investment Advisor Representative working at Parker Wealth Management, LLC in Windsor, CT and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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