Philip
Parker
Everhart Advisors
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About this Advisor
Philip Parker is a certified financial planner working in Dublin, Ohio with a total of 3 years of relevant experience. Parker is an advisor for Everhart Advisors. During their career, Parker has held roles at Fidelity Investments, Young Life, Ameriprise Financial Services, Inc and Everhart Advisors. Parker has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Ohio. Everhart Advisors is a registered investment firm that has its headquarters in Dublin, OH. The company has offices in two locations and a total of 45 employees. It manages $1 billion in total assets among its 4,100 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 4,100 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. Everhart Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fees are based on the financial services offered. Fees billed by Everhart Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,084,743,953
45
4,100
$264,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Philip Parker Work History
Philip has been registered as a financial advisor for 3 years.*
Everhart Advisors
Ameriprise Financial Services, Inc
Fidelity Investments
Young Life
Young Life
*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 Philip 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 Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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.
