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ChFC
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ChFC

William Parker

Abg Financial Services, INC.
23 Years of Experience
Atlanta, GA
Sells Insurance
View SEC Summary
View SEC Summary

William Parker is a ChFC-designated registered investment advisor at Abg Financial Services, INC., based in Atlanta, GA, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $9.8M in assets under management.

Abg Financial Services, INC.
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
62 clients
Average Client Portfolio
$158K average
Assets Under Management
$9.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $500K1.05%
$500K+0.70%

Fees shown represent total combined fees (ABG fee plus AssetMark platform fee). AssetMark schedule ranges up to $2,500,000, with the highest tier extending to infinity. Buckingham Strategic Partners program charges a flat total fee of 1.40%. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3043 Riverstone Trail, Suite 100, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is an owner/agent at Assured Benefits Group, Inc. since 1983, focusing on insurance sales, and spends about 10-20% of his time there. He also works as a senior advisor at Polaris Advice regarding insurance matters and is a managing director at AECS International, LLC.

Employment History
Current Registrations
Abg Financial Services, INC.
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Fsc Securities Corporation
September 2003 - February 2014 · 10 yrs 5 mos
Abg Financial Services, INC.
August 2003 - January 2010 · 6 yrs 5 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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