Phillip Parker
Phillip Parker is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 39 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip has an insurance practice, Parker Wealth Management, focusing on fixed annuities, life insurance, and long-term care, dedicating minimal time to it. He also owns Capricious Adventurer, LLC, a currently inactive boat charter business, and spends minimal time on it.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Smith Barney INC.Broker
Banc One Securities CorporationBroker
Texas Commerce Equities, INC.Broker
Edward D. Jones & CO., L.P.Broker
Fidelity Brokerage Services, INC.Broker
Walnut Street Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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.