Daniel Parker
Daniel Parker is a registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
360 Concord Street, Suite 210, Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved with the Charleston Day School's annual fund since 2010, a fundraising effort for the school. He is also a borrower on a mortgage from a family member for a second home, but this requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
The Robinson-Humphrey Company, LLCBroker
A. G. Edwards & Sons, INC.Broker
Financial Horizons Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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