Patricia Heaton Parker, Cfp
Patricia Heaton Parker, Cfp (CRD# 174884) is a financial advisory firm headquartered in Orange, CA. They manage $23,500,000 in 221 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts221ACCOUNTS
Average Account Value$106,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Patricia Parker (CRD# 2927338) is an Investment Advisor Representative working at Patricia Heaton Parker, Cfp in Orange, CA and has over 20 years of experience in the finance industry. Patricia 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.