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Theodore Lee Parker

Sound Portfolio Advisors, LLC

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About Theodore Lee Parker

Theodore Parker is an Investment Advisor Representative with Sound Portfolio Advisors, LLC in Mystic, Connecticut. Theodore has been in the industry since 1993. Theodore holds Series 7, Series 63, and Series 65 licenses and has a Certified Financial Planner designation. Theodore was previously registered with American Express Financial Advisors Inc. in Minneapolis, Minnesota, and IDS Life Insurance Company in Minneapolis, Minnesota. Theodore is a licensed Investment Advisor Representative in Connecticut. Theodore is registered with the state of Connecticut as an Investment Advisor Representative for Sound Portfolio Advisors, LLC.

Firm Information

Theodore Parker is currently registered with Sound Portfolio Advisors, LLC. Sound Portfolio Advisors, LLC is an investment advisor based in Mystic, CT. The firm manages approximately $123,941,039 in assets for 350 accounts, primarily for high-net-worth individuals and other individuals. The firm provides portfolio management for individuals.
Sound Portfolio Advisors, LLC

28 COTTRELL ST.

MYSTIC, CT 06355

$123.94M

Assets Under Management

136

Total Clients

2

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.

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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percentage of assets

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

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Theodore Parker’s Registration & Firm History

CT

11/08/1999 - Present

Sound Portfolio Advisors, LLC (Mystic CT)

MN

11/09/1995 - 11/03/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/09/1995 - 11/03/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

08/10/1993 - 11/08/1994

CHEMICAL SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/13/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Lee Parker.
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