Candice Parker
Candice Parker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Two North Twentieth St, Suite 1400, Birmingham, AL, 35203
Get directionsHistory
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
Candice works as an investment analyst for Birmingham Investment Group, Ingram Partners, and Whatley Financial Group, dedicating about a quarter to half of her time to each. She also owns 10% of Ingram Whatley LLC, spending more than half her time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
SA Stone Wealth Management INC.Broker
SA Stone Investment Advisors INC.
Stifel, Nicolaus & Company, Incorporated
Intl Advisory Consultants INC.
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
State Registrations37 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.