PARKER FINANCIAL ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 305188). Regulatory assets under management: $217.6M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Charles Lee Parker | CCO, MANAGING MEMBER; PRESIDENT | — |
| Joseph Leonard Klingen | MANAGING MEMBER; MEMBER | — |
| PARKER CHARLES LEE | CCO; CCO, MANAGING MEMBER; PRESIDENT | — |
| KLINGEN JOSEPH LEONARD | MANAGING MEMBER; MEMBER; OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |