Parker Wealth Management, LLC
Parker Wealth Management, LLC (CRD# 157064) is a financial advisory firm headquartered in Windsor, CT. They manage $9,250,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$188,776
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Smith (CRD# 5900988) is an Investment Advisor Representative working at Parker Wealth Management, LLC in Windsor, CT and has over 8 years of experience in the finance industry. Jeffrey Smith 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.