The firm has experience, providing advice for cash-flow management, retirement planning, business planning, investment planning, tax planning, estate planning, education planning and integrated strategic planning.
What are your areas of specialization? What qualifies you in this field?
Parker Financial, LLC is a leading provider of personalized retirement planning and investment advisory services, specializing in helping women executives and entrepreneurs plan well to live well at every major milestone! The firm is qualified to provide these services because of management's experience and commitment to the financial planning process and continuing education.
How long have you been offering financial planning advice to clients?
Christine Parker, CFP(r), president of Parker Financial, LLC has been offering financial planning advice to client for more than five years.
How many clients do you currently have?
Parker Financial, LLC provides investment management services to a limited number of clients with a 5-year strategic plan of selectively growing to 100 lasting client relationships through referrals from clients and allied professionals. The firm currently has more than 30 clients. The firm's average aggregate client portfolio under management is slightly over $250,000, as of January 21, 2011. We charge an investment asset under management fee for that service.
Briefly describe managements work history and experience?
Prior to establishing Parker Financial, LLC in 2007, Christine served as a Financial Advisor at Smith Barney. From 2006 to 1997, Mrs. Parker ultimately served as a Vice President at Washington Research Group, part of Stanford Group Company and formerly of Charles Schwab.
What are your educational qualifications, given are of study?
As a graduate of University of Maryland University College with a bachelors degree in Business Administration, minor in Finance and certificate of Financial Management in 2004, Christine Parker, CFP(r) President of Parker Financial, LLC achieved a certificate of Financial Planning from Georgetown University in 2005 and a CFP (r) designation from the CFP (r) Board of Standards, Inc. in 2006. Please visit management biography on this website.
What financial planning designation and certification do you hold?
Christine Parker, CFP(r) President of Parker Financial, LLC holds a CERTIFIED FINANCIAL PLANNER(tm) certification issued by the CFP Board of Standards, Inc.
What financial planning continuing education requirements do you fulfill?
Christine Parker, CFP(r) President of Parker Financial, LLC completes at least 30 hours of continuing education every two years.
Are you personally licensed or registered investment adviser with a state?
Christine Parker, CFP(r) is a sole practitioner and president of Parker Financial, LLC which is a registered investment advisory firm in the state of Maryland.
Will you provide a disclosure document Form ADV Part II?
Parker Financial, LLC is a registered investment advisory firm with the state of Maryland and our disclosure document Form ADV Part II is available upon request.
What services do you offer?
Parker Financial, LLC is a leading provider of personalized financial planning and investment management services, specializing in helping women executives and business owners plan well to live well at every major milestone. We offer clients a variety of services which can be personalized to your unique needs.
Christine Parker, CFP(r), President of Parker Financial, LLC.
Will the same planner review my financial situation?
How are you paid for your services?
Parker Financial, LLC fees are based upon hourly rates, flat fee or investment assets under management. To ensure that the firm's interests remain aligned with our clients, compensation is not based upon commissions or transactions. Our objective is to always make recommendations solely in the client's best interest. We do not accept commissions, referral fees or other types of compensation for the products and services recommended from a third-party.
What do you typically charge?
Parker Financial, LLC hour rate is $220, flat fee (range $1,100 to $2,500) and percentage of assets under management range from 1.25 percent down to .50 percent.
Is any of your compensation based on selling products?
Do professional and sales agents to whom you may refer me send business, fees or any other benefits to you?
Yes, professionals and allied professionals may refer business to me.
Do you have an affiliation with a broker/dealer?
No. Custody of assets. Client assets are held at a custodian.
Are you an owner of, or connected with, any other company whose services or products I will use?
Do you provide a written client engagement agreement?
Parker Financial, LLC helps clients plan well to live well!
Call Today, Toll-Free: 1-866-681-PLAN (7526)
Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (1/7/11).