Parker Ppc Email & Phone Number
CEO and Wealth Advisor @ Presidio Wealth Management
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Parker Ppc Location
- Midvale, UT, US
Parker Ppc Work
- CEO and Wealth Advisor @ (October 2002 - Present)
- CEO, Wealth Advisor @ (October 2002 - Present)
- Wealth Advisor and Branch Manager LPL Financial @ (October 2002 - Present)
- Financial Advisor @ Fidelity Brokerage Services, Inc. (March 1997 - October 2002)
- Assistant Broker @ (April 1994 - May 1996)
Parker Ppc Education
- Boston University
Certified Financial Planner Designation
2014-2016 - University of Utah - David Eccles School of Business
BS (Finance)
1992-1996 - Westminster University
Graduate School
Parker Ppc Skills
- Wealth Management
- Investments
- Retirement Planning
- Securities
- Investment Advisory
- Portfolio Management
- Asset Allocation
- Estate Planning
- Asset Management
- Financial Planning
- Strategic Financial Planning
- Asset Managment
- Investment Management
- Relocation
- Strategic Planning
- Sales
Parker Ppc Summary
- Parker Ppc, based in Midvale, UT, US, is currently a CEO and Wealth Advisor at Presidio Wealth Management. Parker Ppc brings experience from previous roles at Presidio Wealth Management, Fidelity Brokerage Services, Inc. and Merrill Lynch. Parker Ppc holds a 2014 - 2016 Certified Financial Planner Designation @ Boston University. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Securities, Investment Advisory and more. Parker Ppc has 2 emails on RocketReach.
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Parker Ppc
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