Brian Parker
Brian Parker is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cincinnati, OH, with 18 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2702 Erie Avenue, Suite 308, Cincinnati, OH, 45208
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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
Brian is involved in several outside business activities. He is a Director of Financial Planning for Agency Development Inc. and Structured Settlement Consulting, a sports official, a Partner at Hyde Park Insurance Partners selling property and casualty insurance, and a financial planner and wealth manager for Hyde Park Wealth Advisors, dba (full-time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Premium 72 Capital
Cabot Lodge Securities LLCBroker
Sandlapper Securities, LLCBroker
Sandlapper Wealth Management, LLC
Colony Park Financial Services LLC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Fifth Third Securities, INC.Broker
State Registrations8 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.
Exams
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