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).

Current Firm Details
500 N State College Blvd, Suite 1100, Orange, CA 92868
https://www.facebook.com/discovertfinancial/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $106,335
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Patricia Heaton Parker, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Patricia Parker, financial advisor Orange CA
Patricia M. Parker
CRD#: 2927338
500 N State College Blvd, Suite 1100, Orange, CA 92868
76
Wealthminder
score

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.

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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