PM

Parker Maxwell Marsh

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

602 North Front Street, Wormleysburg, PA, 17043

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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 Activities

Parker is involved with Stonebridge Financial Group, providing corporate retirement plan consulting full-time. Parker also sells financial products through Private Client Services, dedicating minimal time, and is a board member for Lancaster County Field of Hope, spending a few hours per week.

Employment History
Current Registrations
Private Client Services, LLC Broker
April 2024 - Present · 1 yr 9 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - April 2024 · 1 yr 2 mos
Triad Hybrid Solutions
February 2023 - February 2024 · 1 yr
J. W. Cole Advisors, INC.
January 2021 - February 2023 · 2 yrs 1 mo
J.W. Cole Financial, INC.Broker
January 2021 - February 2023 · 2 yrs 1 mo
J. W. Cole Advisors, INC.
April 2018 - March 2020 · 1 yr 11 mos
J.W. Cole Financial, INC.Broker
January 2018 - June 2019 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - November 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2017 - November 2017 · 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Parker Maxwell Marsh - Financial Advisor | AdvisorDiscover