Parker Winn is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2960 N Swan Rd Ste 216, Tucson, AZ, 85712
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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.
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Parker is a member of the United States Marine Corps Reserves, spending about half of their time on this activity, with some of those hours during trading. Parker also operates under Winn Financial Group as a DBA for their LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations20 states
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