Brett
Parker
Aquilant Advisors
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About this Advisor
Brett Parker is a certified financial planner based out of Saint Louis, Missouri who has 4 years of relevant experience. Parker is an employee of Aquilant Advisors. The advisor has gained experience at Premier Financial Partners, LLC, Royal Alliance Associates, Cambridge Investment Research, Inc and Aquilant Advisors. Parker has Series 63 and Series 66 licenses, designating them as a securities representative, and can serve investors in Missouri. Aquilant Advisors is a company that has its headquarters in Saint Louis, MO. The company has just five advisors. It manages $131 million in total assets among its 692 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 692 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management usually are based on which services are provided. Fee types charged by Aquilant Advisors most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aquilant Advisors Brokerage Details
$130,703,464
5
692
$188,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brett Parker Work History
Brett has been registered as a financial advisor for 4 years.*
Cambridge Investment Research, Inc
Aquilant Advisors
Royal Alliance Associates
Premier Financial Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Parker 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 Aquilant Advisors
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
