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Parker Philpot

Young Investment Advisors, Inc.

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About Parker Philpot

Parker Philpot is an investment advisor representative at Young Investment Advisors, Inc. Parker holds a Series 65 license and has been in the industry since November 2014. Parker is registered with the state of Georgia and has been active in the industry for over 8 years. Parker provides financial advice to individuals.

Firm Information

Parker Philpot is currently registered with Young Investment Advisors, Inc.. Young Investment Advisors, Inc. is a Registered Investment Advisor (RIA) with 1 licensed agent providing general financial advice not related to securities and portfolio management for individuals. The firm manages approximately $7,226 in assets for 6 individual clients.

$7,226

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general financial advice not related to securities

General financial advice not related to securities

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Parker Philpot’s Registration & Firm History

GA

05/11/2018 - Present

Young Investment Advisors, Inc. (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/22/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker Philpot.
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