Parker Croswell (CRD# 7654023) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Durham, NC | Oct 2022 - Current | 1 |
Cvs Caremark | Cary, NC | Nov 2021 - Oct 2022 | < 1 |
Target | Cary, NC | Oct 2020 - Nov 2021 | 1 |
Vanta Leagues | Raleigh, NC | May 2021 - Aug 2021 | < 1 |
Ymca | Charlotte, NC | Feb 2020 - Feb 2021 | 1 |
The Smart Effect | Raleigh, NC | Feb 2020 - Feb 2020 | < 1 |
Under Armour | Charlotte, NC | Jul 2019 - Feb 2020 | < 1 |
Sponsorunited | Charlotte, NC | Jun 2019 - Feb 2020 | < 1 |
Unemployed | Charlotte, NC | Jan 2019 - Jun 2019 | < 1 |
Pnc Arena | Raleigh, NC | Sep 2017 - Dec 2018 | 1 |
The Bradford | New Hill, NC | Sep 2016 - Dec 2018 | 2 |
North Carolina State University | Raleigh, NC | Aug 2015 - Sep 2018 | 3 |
Asheboro Copperheads | Asheboro, NC | May 2018 - Aug 2018 | < 1 |
Durham Bulls | Durham, NC | May 2014 - Aug 2015 | 1 |
Chapel Hill High School | Chapel Hill, NC | Aug 2010 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NC
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.