PP

Phillip Wade Parker

38 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Phillip has an insurance practice, Parker Wealth Management, focusing on fixed annuities, life insurance, and long-term care, dedicating minimal time to it. He also owns Capricious Adventurer, LLC, a currently inactive boat charter business, and spends minimal time on it.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
June 2023 - Present · 2 yrs 7 mos
Great Point Capital LLCBroker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Titan Securities
January 2009 - June 2023 · 14 yrs 5 mos
Titan SecuritiesBroker
January 2009 - June 2023 · 14 yrs 5 mos
Securities America, INC.Broker
December 2005 - January 2009 · 3 yrs 1 mo
Securities America Advisors, INC.
December 2005 - January 2009 · 3 yrs 1 mo
Tower Square Securities, INC.Broker
November 1996 - December 2005 · 9 yrs 1 mo
Tower Square Securities, INC.
November 1996 - December 2005 · 9 yrs 1 mo
Smith Barney INC. Broker
September 1994 - October 1996 · 2 yrs 1 mo
Banc One Securities CorporationBroker
April 1991 - October 1994 · 3 yrs 6 mos
Texas Commerce Equities, INC.Broker
June 1990 - April 1991 · 10 mos
Edward D. Jones & Co., L.P. Broker
June 1989 - January 1990 · 7 mos
Fidelity Brokerage Services, INC.Broker
March 1989 - July 1989 · 4 mos
Walnut Street Securities, INC.Broker
January 1988 - August 1988 · 7 mos
Edward D. Jones & Co., L.P. Broker
August 1986 - January 1990 · 3 yrs 5 mos
State Registrations4 states
NCNVSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Phillip Wade Parker - Financial Advisor | AdvisorDiscover