Parker Holland
CRD Number: 6279380Current Firm: Freedom Investment Management, Inc.
Compensation Model: Both
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high-quality experience for each and every client.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofos Investments, Inc. | Apex, NC | Jul 2020 - Current | 3 |
| Eqis Capital Management, Inc. | Apex, NC | Aug 2016 - Current | 7 |
| Capital Financial Advisory Group, LLC | Apex, NC | Jul 2016 - Current | 7 |
| World Equity Group | Apex, NC | Aug 2015 - Jul 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Raleigh, NC | May 2015 - Aug 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2014 - Aug 2015 | 1 |
| Student | Apex, NC | Aug 2000 - May 2015 | 14 |
| Campbell University Theatre Department | Buies Creek, NC | Feb 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- NC
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Total Assets Under Management2,012MILLIONS
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Total Number of Accounts13,073ACCOUNTS
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Average Account Value$153,898
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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