Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Fowler Adam is a financial advisor with over 5 years of experience in the industry. Parker is currently registered with LPL Financial LLC in Scottsdale, Arizona and has a Series 66, Series 10, Series 9, Series 7, and SIE licenses. Parker has previously worked with Cetera Advisors LLC in both San Diego, California and Columbia, Missouri. Parker focuses on providing a range of financial services including investment management, financial planning, and consulting services for individuals and businesses. Parker's clients range from high-net-worth individuals to corporations and charitable organizations. Parker also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
07/12/2024 - Present
LPL Financial LLC (SCOTTSDALE AZ)
CA
07/06/2020 - 07/09/2024
CETERA ADVISORS LLC (SAN DIEGO CA)
MO
08/28/2018 - 11/19/2019
CETERA ADVISORS LLC (COLUMBIA MO)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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