# PARKER CHARLES LEE

PARKER CHARLES LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TRIANGLE SECURITIES WEALTH MANAGEMENT, INC](https://search.stillhousedata.com/firm/148156) | SR. RELATIONSHIP MANAGER | RALEIGH, NC |
| — | Form ADV | [SOUND PORTFOLIO ADVISORS, LLC](https://search.stillhousedata.com/firm/125511) | PRESIDENT AND CHIEF COMPLIANCE OFFICER | MYSTIC, CT |
| — | Form ADV | [PARKER FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/305188) | CCO | HOUSTON, TX |
| — | Form ADV | [CHARTERWEST CONSULTING, INC.](https://search.stillhousedata.com/firm/111152) | PRESIDENT | — |
| — | Form ADV | [C.L. PARKER, INC.](https://search.stillhousedata.com/firm/114213) | PRESIDENT | HOUSTON, TX |
| — | Form ADV | [CLARK/BARDES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/43803) | VICE PRESIDENT | LOS ANGELES, CA |


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Source: public SEC filing 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.