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PARKER FINANCIAL PLANNING, LLC.

CRD 147413

Visit website

1201 6TH AVE W SUITE 100, BRADENTON, FL, 34205, United States

Phone

(941) 564-6141

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$11.6M

Discretionary AUM

$11.6M

Team

1 total employees; 1 advisory reps; 10 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$5.6M

All web addresses on file

Official SEC filing: View on IAPD