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PARKER FINANCIAL ADVISORS LLC
CRD 305188 · SEC 801-117329
14800 ST MARY'S LN, STE 245, HOUSTON, TX, 77079-2943, United States
Phone
832-476-3495
Fax
832-726-0828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.6M
Discretionary AUM
$208.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $17.2M |
| High net worth individuals | 55 | $200.4M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD