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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua F. Parker is a financial advisor with Buckingham Strategic Wealth, LLC and The Colony Group, LLC, with over 20 years of experience in the industry. Joshua specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Joshua has a strong background in investment management and has earned the Certified Financial Planner designation. Joshua is registered with the states of Tennessee and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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MO
09/27/2022 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
TN
01/09/2006 - 11/29/2018
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
04/30/2001 - 12/21/2005
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
MA
01/01/2001 - 04/20/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/2001 - 04/20/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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