Charles Parker
Charles Parker is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 49 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Location
3500 Lenox Road, Suite 1700, Atlanta, GA, 30326
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
Charles is the owner of CMP LLC, investing in stocks and securities through an account.
Employment History
Current Registrations
Register Financial Advisors, LLC
Register Financial Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
The Robinson-Humphrey Company, LLCBroker
Oppenheimer & CO., INC.Broker
Wheat, First Securities, INC.Broker
Marshall & CO. Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
A.G. Becker Paribas IncorporatedBroker
Bear, Stearns & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations12 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.