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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon optimaVector
- Established Date
- 09-17-2019
- Office Locations
- 1
Office Locations
About Parker Financial Advisors LLC
Parker Financial Advisors LLC is a Houston-based advisory firm serving oil & gas professionals, women navigating divorce or widowhood, and retirees. The team provides planning around employer benefits and equity compensation, retirement income decisions, and coordinated estate/tax/insurance planning via a network of attorneys and CPAs. Portfolios emphasize asset allocation and active management using mutual funds and ETFs, with custody at Charles Schwab.
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Owner & Executives
JOSEPH LEONARD KLINGEN
Managing Member, Owner
- CRD
- #2413199
- Ownership
- Less than 5%
CHARLES LEE PARKER JR
Chief Compliance Officer, Financial Analyst, Managing Member
- CRD
- #1406057
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,380,707 | $588,646 |
| Non-Discretionary | $9,239,153 | $1,847,831 |
| Total | $217,619,860 | $606,183 |
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Separately Managed Accounts
Total SMA Asset: $217,619,860
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,164,419 | 32.9% |
| Equity - Exchange | $595,795,515 | 34.5% |
| Cash | $326,392,326 | 18.9% |
| Other | $236,591,262 | 13.7% |
| Total | $1,726,943,522 | 100.0% |