Unclaimed
Parker Worley is an investment advisor representative at 49 Financial. Parker joined the firm in June 2024. Parker has been in the financial services industry since June 2024 and has a Series 65 license. Parker works in both the Austin and San Antonio offices. Parker is also a Fixed Insurance Agent for Financial Independence Group. Parker specializes in Financial Planning, Portfolio Management for individuals and businesses, and selection of other advisors.
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.
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.
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TX
09/30/2024 - Present
49 Financial (AUSTIN TX)
Active
Inactive
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