Nathanial
Parker

Rik Saylor Financial, Inc

CRD#5522033
Investment Advisor
in Fairfield, OH

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About this Advisor

Nathanial Parker is a financial advisor based in Fairfield, Ohio, working with Rik Saylor Financial, Inc. Nathanial has previously held positions at Ameriprise Financial Services, Inc, National Planning Corporation, Lpl Financial LLC, Rik Saylor Financial, and Triad Advisors. Nathanial has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Nathanial is part of Rik Saylor Financial, Inc, which operates out of Fairfield, Ohio. The firm has one office and five employees. The firm manages assets totaling $143.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rik Saylor Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1241 Nilles Road
Fairfield, OH 45014

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Rik Saylor Financial, Inc Brokerage Details

Total Assets Under Management

$143,188,073

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

748

OH Average: 1,972
Average Account Size

$191,428

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathanial Parker Work History

2023 - Present (1 year)

Rik Saylor Financial

2018 - Present (6 years)

Triad Advisors

2017 - 2018 (1 year)

Lpl Financial LLC

2016 - 2018 (2 years)

National Planning Corporation

2010 - 2016 (6 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Nathanial 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 Rik Saylor Financial, Inc

Nathanial Parker
Fairfield, OH
Eric Hamberg
Fairfield, OH
Rik Saylor
Fairfield, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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