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Detailed Report
PHILIP W PARKER
PHILIP WARREN PARKER, PHILIP PARKER, Phil Parker
CRD#: 6847297
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Investment Adviser
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Previous Broker
EVERHART ADVISORSCRD#: 107091 535 METRO PLACE SOUTH
SUITE 100
DUBLIN, OH 43017
Registration History
20172018201920202021202220232024202520262 FIRMS2018 - 2020 (1 year)IAEVERHART ADVISORS (CRD# 107091)2020 - Present (5 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2017 - 2018 (<1 year)
License(s)

State Registrations

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Florida 4/22/2022
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Ohio 2/28/2020
Current Registration(s)
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EVERHART ADVISORS (CRD#:107091)
535 METRO PLACE SOUTH SUITE 100, DUBLIN, OH 43017
Registered with this firm since 2/28/2020
Previous Registration(s)
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 08/20/2018 - 02/06/2020 AMERIPRISE FINANCIAL SERVICES, LLC. (CRD#:6363) Fort Wayne, IN
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 05/08/2018 - 02/06/2020 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) Fort Wayne, IN
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 09/21/2017 - 05/08/2018 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) COVINGTON, KY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.