Connor
Parker

Ae Wealth Management, LLC

CRD#6715822
Investment Advisor
in Virginia Beach, VA

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About this Advisor

Connor Parker is a financial advisor based out of Virginia Beach, Virginia with 6 years of relevant experience. Parker currently works for Ae Wealth Management, LLC. Throughout their career, they have worked at Ae Wealth Management, LLC, Kenneth Porter & Company, Wave Church, Wave Leadership College and Parker Financial Group LLC. Parker holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Virginia. Ae Wealth Management, LLC is a firm that has its headquarters in Topeka, KS. The company has offices in 450 locations and a total of 571 people on staff. It handles $19 billion in assets under management among its 160,475 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 71 charitable organizations. Of its 160,475 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets. The business provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically depend on which services are offered. Fee types billed by Ae Wealth Management, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1604 Hilltop West Executive Center Suite 318
Virginia Beach, VA 23451

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

VA Average: $2,243,162,756
Total Number of Employees

571

VA Average: 44
Total Number of Accounts

160,475

VA Average: 4,091
Average Account Size

$119,949

VA Average: $548,316

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Connor Parker Work History

Connor has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Ae Wealth Management, LLC

2019 - 2021 (2 years)

Parker Financial Group LLC

2016 - 2019 (3 years)

Kenneth Porter & Company

2012 - 2015 (3 years)

Wave Church

2012 - 2014 (2 years)

Wave Leadership College

*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 Connor Parker 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 Ae Wealth Management, LLC

Lior Assa
San Diego, CA
Gabriela Nioce
Topeka, KS
Ryan Vandevelde
Rossville, KS
Chelsea Mcgee
Oviedo, FL
Ashley Robinson
Denver, CO
Vincent Buttaro
Topeka, KS
Jacob Haynes
Platte City, MO
John Del-Zio
Topeka, KS

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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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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