Patricia Heaton Parker, Cfp
Patricia Heaton Parker, Cfp (CRD# 174884) is a financial advisory firm headquartered in Zionsville, IN. They manage $23,544,799 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$206,533
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IN
Financial Advisors at Patricia Heaton Parker, Cfp
1
Patricia Parker (CRD# 2927338) is an Investment Advisor Representative working at Patricia Heaton Parker, Cfp in Zionsville, IN and has over 26 years of experience in the finance industry.
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