PARKER CHARLES LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. PARKER CHARLES LEE appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | SR. RELATIONSHIP MANAGER | RALEIGH, NC |
| — | Form ADV | SOUND PORTFOLIO ADVISORS, LLC | PRESIDENT AND CHIEF COMPLIANCE OFFICER | MYSTIC, CT |
| — | Form ADV | PARKER FINANCIAL ADVISORS LLC | CCO | HOUSTON, TX |
| — | Form ADV | CHARTERWEST CONSULTING, INC. | PRESIDENT | — |
| — | Form ADV | C.L. PARKER, INC. | PRESIDENT | HOUSTON, TX |
| — | Form ADV | CLARK/BARDES FINANCIAL SERVICES, INC. | VICE PRESIDENT | LOS ANGELES, CA |