“Subject to the requirements of the Federal National Securities Markets Improvement Act of 1996, investment advisers and their representatives must register with the Securities Division. The term "investment adviser" includes financial planners ….. An investment adviser is required to provide a client with Form ADV, Part II, or other disclosure document no later than the time of entering into a contract.” Maryland Securities Division
Parker Financial, LLC is a registered investment advisory firm with the state of Maryland and our disclosure document Form ADV Part II is available upon request.
Certified Financial Planner(r) Certificant
“The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP(r) certification and upholding it as the recognized standard of excellence for personal financial planning.”CFP Board
Facts About: Certified Financial Planner(tm) practioners, according the CFP Board.
18 CFP(r) practioners in Southern Maryland region (as of 12/23/10)
1,469 CFP(r) practioners in Maryland (as of 11/11/10)
62,075 CFP(r) practioners in U. S. and only 23.34% are female (as of 11/11/10)
Christine Parker, president of Parker Financial, LLC received her certificate on January 4, 2006 having satisfied the education, examination, experience and ethics requirements for CFP(r) certification.
CFP(r) certificants must report 30 hours of continuing education each reporting period and 2 hours must be a pre-approved Code of Ethics and/or Practice Standards program which Christine Parker, CFP(r) continues to meet.
Parker Financial, LLC helps clients plan well to live well!
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Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (2/6/2017).