Parker
Allen
Warren Capital Group
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About this Advisor
Parker Allen is a financial advisor based in Charleston, South Carolina, working with Warren Capital Group. Parker has previously held positions at Warren Capital Group, Cheytac LLC, and Parker Allen Consulting LLC. Parker has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Parker is part of Warren Capital Group, which operates out of Charleston, South Carolina. The firm has 4 employees and manages assets totaling $90.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Warren Capital Group includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Warren Capital Group Brokerage Details
$90,707,431
4
213
$425,856
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Parker Allen Work History
Parker Allen Consulting LLC
Warren Capital Group
Cheytac LLC
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
Charleston, SC
Charleston, SC
Washington, DC
Washington, DC
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