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Parker Nielsen

1 Year of Experience
Idaho Falls, ID
Broker

Parker Nielsen is a registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1530 Elk Creek Dr, Idaho Falls, ID, 83404-8322

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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 Activities

Parker operates Teton Wealth Management as a DBA for their LPL business, dedicating full-time hours to it. Parker is also a notary in the State of ID.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
ID
AdvisorBrokerBoth

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.
Parker Nielsen - Financial Advisor | TrueAdvisor