Parker
Allen
Warren Capital Group
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About this Advisor
Parker Allen is a financial advisor who works out of Daniel Island, South Carolina with 7 years of industry experience. Allen is currently employed by Warren Capital Group. Throughout their career, Allen has worked at College Of Charleston, Warren Capital Group, Cheytac LLC and Parker Allen Consulting LLC. Allen maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in South Carolina. Warren Capital Group is a registered investment business operating in Daniel Island, South Carolina. It controls $84 million in assets between its 410 customer accounts, placing it among the smaller firms in the United States by assets under management. Of its 410 accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. Warren Capital Group has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial management vary depending on the financial services. Fees charged by Warren Capital Group can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Warren Capital Group Brokerage Details
$84,252,304
4
410
$205,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Parker Allen Work History
Parker has been registered as a financial advisor for 7 years.*
Parker Allen Consulting LLC
Warren Capital Group
Cheytac LLC
College Of Charleston
*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 Parker Allen 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 Warren Capital Group
Daniel Island, SC
Daniel Island, SC
Washington, DC
Washington, DC
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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