SP
SP

Seth Parker

12 Years of Experience
West Lafayette, IN
Sells Insurance

Seth Parker is a registered investment advisor at Banker Investment Group, based in West Lafayette, IN, with 12 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
440 clients
Average Client Portfolio
$590K average
Assets Under Management
$259.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1241 Cumberland Avenue, Suite B, West Lafayette, IN, 47906

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Seth assists family and friends in finding health insurance since January 2015. This activity requires minimal time.

Employment History
Current Registrations
Banker Investment Group
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Prudential Financial Planning Services
July 2016 - December 2016 · 5 mos
Pruco Securities, LLC.Broker
June 2013 - December 2016 · 3 yrs 6 mos
State Registrations1 state
IN
Advisor

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.
Seth Parker - Financial Advisor | TrueAdvisor