Parker
Thompson

Smedley Financial Services Inc

CRD#7256187
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Parker Thompson is a financial advisor based in Salt Lake City, Utah, working with Smedley Financial Services Inc. Parker has previously held positions at Corner Canyon High School, Brigham Young University, 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, Smedley Financial Services, and Osaic Wealth, Inc. Parker has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Parker is part of Smedley Financial Services Inc, which operates out of Salt Lake City, Utah. The firm has 10 employees and manages assets totaling $277.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Smedley Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

102 S. 200 E. Suite 100
Salt Lake City, UT 84111

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Smedley Financial Services Inc Brokerage Details

Total Assets Under Management

$277,685,520

UT Average: $693,624,108
Total Number of Employees

10

UT Average: 12
Total Number of Accounts

2,090

UT Average: 1,115
Average Account Size

$132,864

UT Average: $622,084

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

2024 - Present (0 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Securities America, Inc

2022 - Present (2 years)

Smedley Financial Services

2022 - 2022 (< 1 year)

Outcode Software

2021 - 2021 (< 1 year)

Myeducator

2020 - 2020 (< 1 year)

Fidelity Brokerage Services LLC

2020 - 2021 (1 year)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Myeducator LLC

2017 - 2020 (3 years)

Brigham Young University

2017 - 2019 (2 years)

San Diablo Churros

2015 - 2017 (2 years)

Church Of Jesus Christ Of Latter Day Saints

2013 - 2015 (2 years)

Miller Development Company

2012 - 2015 (3 years)

Corner Canyon High School

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

Parker Thompson
Salt Lake City, UT
Jordan Hadfield
Salt Lake City, UT
Mikal Aune
Salt Lake City, UT
Shane Thomas
Salt Lake City, UT
James Derrick
Salt Lake City, UT
Sharla Jessop
Salt Lake City, UT
Roger Smedley
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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