Parker
Lenamon
Avantax Advisory Services
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About this Advisor
Parker Lenamon is a financial advisor based in Coppell, Texas, working with Avantax Advisory Services. Parker has previously held positions at Fidelity Brokerage Services LLC, Texas Baptist Men, Sky Ranch, Texas A&M University, Fidelity Personal And Workplace Advisors, Purshe Kaplan Sterling Investments, 49 Financial, Avantax Investment Services, Inc, Avantax Advisory Services, and Avantax Insurance Agency, LLC. Parker has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Parker is part of Avantax Advisory Services, which operates out of Coppell, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Parker Lenamon Work History
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Purshe Kaplan Sterling Investments
49 Financial
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Texas Baptist Men
Sky Ranch
Sky Ranch
Texas A&M University
Disclosures
Please visit the SEC profile of Parker Lenamon 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 Avantax Advisory Services
Irving, TX
San Diego, CA
Lansdale, PA
Johnstown, PA
Schenectady, NY
Lafayette, LA
Mineral Wells, TX
Coppell, TX
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