Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monroe? Claim Your ProfileMonroe Parker is a financial advisor with over 30 years of experience in the industry. Monroe is currently registered with Calton & Associates, Inc. in Marble Falls, TX. Prior to joining Calton & Associates, Inc., Monroe was a registered representative with Dominion Investor Services, Inc., Investcorp, Inc., United Planners' Financial Services of America A Limited Partner, and Sunamerica Securities, Inc. Monroe holds a Series 6, 7, 24 and 63 license and has a deep understanding of investment strategies. Monroe has a proven track record of success in helping individuals and families achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/29/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
05/09/2016 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (AMARILLO TX)
TX
01/08/2002 - 05/10/2016
INVESTACORP, INC. (AMARILLO TX)
AZ
10/30/1998 - 01/10/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
01/13/1993 - 10/28/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
07/08/1992 - 11/12/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1992 - 11/12/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Monroe Parker is the right advisor for you? Invested Better is here to help.
