# PARKER FINANCIAL ADVISORS LLC

PARKER FINANCIAL ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 305188
- Type: SEC-registered investment adviser
- SEC file number: 801-117329
- Location: 14800 ST MARY'S LN, STE 245, HOUSTON, TX, 77079-2943
- Phone: 832-476-3495
- Latest filing: 2026-03-02
- Regulatory AUM: $217.6M
- Discretionary AUM: $208.4M
- Non-discretionary AUM: $9.2M
- Clients: 2
- Accounts: 359

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| 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 | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305188/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305188/similar
- Related entities: https://search.stillhousedata.com/firm/305188/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305188

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.