Unclaimed Profile

Christina Parker

SIMPLICITY WEALTH LLC·SUMMIT, New Jersey

Clean recordSIMPLICITY WEALTH LLC

86 SUMMIT AVE, SUMMIT, NJ 07901CRD# 7467589Firm CRD# 300572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christina Parker · SUMMIT, NJ

Registration

CRD #7467589 · SIMPLICITY WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christina Parker is a registered financial advisor based in SUMMIT, New Jersey, affiliated with SIMPLICITY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SIMPLICITY WEALTH LLC

SIMPLICITY WEALTH

AUM

$3.2B

Regulatory assets under management

Employees

159

Total firm employees

View all advisors at SIMPLICITY WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7467589

Firm CRD# 300572

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Frequently Asked Questions

What services does Christina Parker offer?

Christina Parker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Christina Parker's credentials?

Christina Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christina Parker located?

Christina Parker is based in SUMMIT, New Jersey, working with SIMPLICITY WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Christina Parker charge for services?

Christina Parker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIMPLICITY WEALTH LLC?

SIMPLICITY WEALTH LLC has approximately 159 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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