Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lawton Parker is a financial advisor with over 20 years of experience in the industry. Chad has been with Raymond James Financial Services Advisors, Inc. since 2012 and is registered in several states. Prior to joining Raymond James, Chad was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 12 years. Chad has a wide range of experience in the financial industry, including financial planning, portfolio management, and retirement planning. Chad is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (CHICO CA)
CA
12/01/1999 - 09/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICO CA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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