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
- 2002 -now CEO and Wealth Advisor @
- 2002 -now CEO, Wealth Advisor @
- 2002 -now Wealth Advisor and Branch Manager LPL Financial @
- 1997 -2002 Financial Advisor @ Fidelity Brokerage Services, Inc.
- 1994 -1996 Assistant Broker @
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
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 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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