Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker William austin Moody is a financial advisor registered with McAdam LLC and has over 7 years of experience in the industry. Parker is currently registered with the state of Massachusetts as an Investment Advisor Representative. Parker has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC.. Parker holds a Series 7, Series 66 and SIE licenses. Parker's firm, McAdam LLC, has a team of 180 licensed agents, 156 investment advisor representatives, 45 registered representatives, and 156 investment advisory functions. The firm manages over $1.7 billion in assets for over 737 clients. McAdam LLC offers a range of advisory services, including 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.
A percentage of the total value of assets under management is charged.
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PA
11/24/2014 - Present
McAdam LLC (PHILADELPHIA PA)
MA
10/03/2014 - 05/04/2021
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
07/31/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BOTH
Issued 08/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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