Parker
Shetler
Edelman Financial Engines
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About this Advisor
Parker Shetler is a financial advisor based in Tampa, Florida, working with Edelman Financial Engines. Parker has previously held positions at Florida Financial Advisors, Windowwall, Direct Remodels, Total Quality Logistics, Tronconi & Segarra Associates, Trinity Wealth Securities, LLC, and Edelman Financial Engines. Parker has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Parker is part of Edelman Financial Engines, which operates out of Tampa, Florida. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Parker Shetler Work History
Edelman Financial Engines
Florida Financial Advisors
Trinity Wealth Securities, LLC
N/A
Windowwall
Direct Remodels
Total Quality Logistics
Tronconi & Segarra Associates
N/A
Disclosures
Please visit the SEC profile of Parker Shetler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Phoenix, AZ
Lynnwood, WA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Tafton, PA
Fort Worth, TX
Clifton Park, NY
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