Dennis Parker
Dennis Parker is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 29 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
740 Battery Ave, Se, Ste 8500, Atlanta, GA, 30339
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Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Dennis owns single-family rental property, initially directly and later through Magens 7 LLC, where he is a member along with his wife. He also serves on the Stewardship Team for Southside Church, overseeing financial matters for the organization.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
First Union Brokerage Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
PFS Investments INC.Broker
State Registrations34 states
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.