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Philip W Parker

Everhart Advisors

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About Philip W Parker

Philip W. Parker is an investment advisor representative with Everhart Advisors. Philip is a CERTIFIED FINANCIAL PLANNER™ professional and is registered in Ohio and Florida. Philip has been in the financial industry for over 5 years, and has worked at several firms including Ameriprise Financial Services, Inc. and Fidelity Brokerage Services LLC. Philip is committed to providing his clients with personalized financial planning and investment management services.

Firm Information

Philip Parker is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Parker’s Registration & Firm History

OH

02/28/2020 - Present

Everhart Advisors (DUBLIN OH)

IN

05/08/2018 - 02/06/2020

AMERIPRISE FINANCIAL SERVICES, INC. (Fort Wayne IN)

KY

09/21/2017 - 05/08/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

IA

Issued 06/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip W Parker.
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