Unclaimed
D. Parker Manning has been a registered representative since January 1995. D. Parker Manning is currently registered with Cambridge Investment Research Advisors, Inc. D. Parker Manning has been with Cambridge Investment Research Advisors, Inc. since March 2007. Prior to that, D. Parker Manning worked for INVEST FINANCIAL CORPORATION from November 1999 until March 2007 and WEALTH MANAGEMENT GROUP from July 1999 until November 1999.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IN
07/21/2014 - Present
Cambridge Investment Research Advisors, Inc. (TERRE HAUTE IN)
IN
11/30/1999 - 03/29/2007
INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)
IN
07/01/1999 - 11/09/1999
WEALTH MANAGEMENT GROUP (EVANSVILLE IN)
OH
01/17/1995 - 09/12/1995
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BOTH
Issued 08/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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