PATRICIA HEATON PARKER, CFP
Firm details
- Headquarters
- ZIONSVILLE, Indiana
- CRD number
- 174884
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals59.45%
- HNWI40.55%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Patricia Heaton Parker, CFP, operates as an independent Registered Investment Advisor (RIA) and is structured as a sole proprietorship. The firm primarily serves individual and family clients, offering a range of services including financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm does not engage in capital allocation or act as a pension consultant, and it does not focus on ESG investments. The fee structure is flexible, encompassing a percentage of assets under management (AUM), hourly charges, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1PATRICIA PARKER
Senior Wealth AdvisorCRD 2927338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZIONSVILLE, IN
BOONE
Location
ZIONSVILLE, IN
Headquartered in ZIONSVILLE, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- BOONE
- Address
- 75 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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