CL
Charles Lee Parker
CRD 1406057
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Parker Financial Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Parker Financial Advisors Llc
Cco, Managing Member · Less than 5% · Jun 2024
-
Parker Financial Advisors Llc
President · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗