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PATRICIA HEATON PARKER, CFP
PARKER, PATRICIA HEATON
CRD 174884
75 N MAIN STREET, ZIONSVILLE, IN, 46077, United States
Phone
8122410002
Fax
949-432-6856
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$25.6M
Team
1 total employees; 1 advisory reps; 89 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-08-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $15.2M |
| High net worth individuals | 8 | $10.4M |
All web addresses on file
Official SEC filing: View on IAPD