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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lane Parker is a Registered Representative and Investment Advisor Representative with Stonex Advisors Inc. Brian Lane Parker has been in the securities industry since November 26, 2003. Brian Lane Parker is registered with the Securities and Exchange Commission (SEC) and has a series 66 license. Brian Lane Parker has held previous positions at MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC. Brian Lane Parker provides investment advice and financial planning services to individuals, corporations, and charitable organizations. Brian Lane Parker holds a principal license, and provides a range of financial advisory services including financial consulting, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
02/13/2007 - 03/01/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
11/26/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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