Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Parker is an investment advisor representative at Great Point Advisors, LLC. Phillip Parker is a licensed investment advisor who has been in the industry since 1987. Phillip Parker is also registered as a registered representative with FINRA. Phillip Parker provides financial planning and portfolio management services to individuals and corporations. Great Point Advisors, LLC is a registered investment advisor with offices in Chicago, Illinois and Allen, Texas. The firm provides a range of investment services, including financial planning, portfolio management, and investment advisory services. Great Point Advisors, LLC is registered with the Securities and Exchange Commission.
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.
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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2
TX
06/27/2023 - Present
Great Point Advisors, LLC (Allen TX)
FL
01/28/2009 - 06/27/2023
TITAN SECURITIES (OCALA FL)
TX
12/16/2005 - 01/22/2009
SECURITIES AMERICA, INC. (THE COLONY TX)
TX
11/07/1996 - 12/31/2005
TOWER SQUARE SECURITIES, INC. (THE COLONY TX)
NY
09/19/1994 - 10/30/1996
SMITH BARNEY INC. (NEW YORK NY)
IL
04/23/1991 - 10/14/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
06/26/1990 - 04/03/1991
TEXAS COMMERCE EQUITIES, INC.
NA
06/28/1989 - 01/04/1990
EDWARD D. JONES & CO., L.P.
MO
08/19/1986 - 01/04/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
RI
03/23/1989 - 07/11/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
01/22/1988 - 08/09/1988
WALNUT STREET SECURITIES, INC.
IA
Issued 08/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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