Lony Parker is a CFP-designated registered investment advisor, based in Plano, TX, with 16 years of industry experience. Lony is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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 Activities
Lony is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
Fisher Investments
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
New England SecuritiesBroker
Charles Schwab & CO., INC.Broker
Ing Funds Distributor, LLCBroker
State Registrations3 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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