AUMdb
HP

Harley Parker Evans

CRD 722995 Certified Financial Planner Chartered Financial Analyst

Firms

FirmRoleAs of
Successful Portfolios Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Successful Portfolios Llc
    Managing Member, President, Chief Executive Officer, Chief Compliance Officer · 75% or more · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗