WP
WP
W. Parker
29 Years of Experience
Memphis, TN
1 DisclosureBroker
W. Parker is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1100 Ridgeway Loop Road, Memphis, TN, 38120
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Regulatory History (1)
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Customer Dispute
February 2021Award / Judgment
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
January 2004 - September 2020 · 16 yrs 8 mos
UBS Financial Services INC.Broker
February 2002 - September 2020 · 18 yrs 7 mos
Raymond James Financial Services, INC.Broker
January 1997 - February 2002 · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
April 1996 - December 1996 · 8 mos
State Registrations16 states
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AdvisorBrokerBoth
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.