CP
CP

Christian Parker

26 Years of Experience
Needham, MA
3 DisclosuresBroker

Christian Parker is a registered investment advisor at Wells Fargo Advisors, based in Needham, MA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

197 First Avenue, Suite 160, Needham, MA, 02494

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
Customer Dispute
March 2008
Settled
Customer Dispute
March 2004
Withdrawn
Other Business Activities

Christian has a 50% ownership in Wellesley Private Advisors LLC and 100% ownership in Christian Parker, LLC, both investment-related. Both activities take a full-time commitment, with minimal time spent during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
October 2016 - Present · 9 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
January 2004 - October 2016 · 12 yrs 9 mos
UBS Financial Services INC.Broker
April 2001 - October 2016 · 15 yrs 6 mos
Tucker Anthony IncorporatedBroker
April 1999 - May 2001 · 2 yrs 1 mo
State Registrations35 states
AKARAZCACOCTDCDEFLGAILINKYMAMDMEMINCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWI
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.
Christian Parker - Financial Advisor | TrueAdvisor