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Thomas E Parker

Grandview Asset Management LLC

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About Thomas E Parker

Thomas Parker is an investment advisor representative with Grandview Asset Management LLC. He is registered with the state of Pennsylvania and has been in the industry since December 2022. Thomas holds Series 63, Series 65 and SIE licenses. He is also registered with FINRA and has a current employment with Grandview Asset Management LLC. He specializes in managing investment portfolios for individuals and corporations.

Firm Information

Thomas Parker is currently registered with Grandview Asset Management LLC. Grandview Asset Management LLC is a Harrisburg, PA-based firm with 2 investment advisor representatives and 1 licensed agent. The firm provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors. They manage approximately $263,642,772 in assets for 1,263 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Grandview Asset Management participates in a wrap fee program.
Grandview Asset Management LLC

4200 CRUMS MILL ROAD

HARRISBURG, PA 17112

$263.64M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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Thomas Parker’s Registration & Firm History

PA

04/28/2024 - Present

Grandview Asset Management LLC (HARRISBURG PA)

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Licenses & Designations

IA

Issued 04/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas E Parker.
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