Parker
Thompson
Smedley Financial Services Inc
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About this Advisor
Parker Thompson is a financial advisor working out of Salt Lake City, Utah who has 1 year of relevant experience. Thompson is an employee of Smedley Financial Services Inc. During their career, Thompson has held roles at Corner Canyon High School, Brigham Young University, Xsi Factory, Miller Development Company, Church Of Jesus Christ Of Latter Day Saints, San Diablo Churros, Myeducator LLC, Fidelity Brokerage Services LLC, Equitable Advisors, LLC, Outcode Software, Myeducator, Securities America, Inc and Smedley Financial Services. Thompson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Smedley Financial Services Inc is a registered investment business based out of Salt Lake City, UT. It administers $260 million in assets under management between its 2,106 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,106 accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. Smedley Financial Services Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees typically vary depending on the type of financial services offered. However, fees billed by Smedley Financial Services Inc most likely consist of some combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smedley Financial Services Inc Brokerage Details
$260,039,173
10
2,106
$123,475
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Parker Thompson Work History
Parker has been registered as a financial advisor for 1 years.*
Securities America, Inc
Smedley Financial Services
Outcode Software
Myeducator
Fidelity Brokerage Services LLC
Equitable Advisors, LLC
Myeducator LLC
Brigham Young University
San Diablo Churros
Church Of Jesus Christ Of Latter Day Saints
Miller Development Company
Corner Canyon High School
Xsi Factory
*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 Thompson 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 Smedley Financial Services Inc
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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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