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Parker Stelling Allen

WARREN CAPITAL MANAGEMENT, INC.·CHARLESTON, South Carolina
Series 65Clean record10 years registeredWARREN CAPITAL MANAGEMENT, INC.
677 KING STREET, CHARLESTON, SC 29403CRD# 6438989Firm CRD# 137449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Parker Stelling Allen · CHARLESTON, SC
Registration
CRD #6438989 · WARREN CAPITAL MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

WARREN CAPITAL GROUP
Feb 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 8, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WARREN CAPITAL MANAGEMENT, INC.
CRD 137449 · SEC 801-121205
AUM
$91M
Regulatory assets under management
Employees
4
213 client accounts
Services offered by WARREN CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WARREN CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Parker Stelling Allen offer?
Parker Stelling Allen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Parker Stelling Allen's credentials?
Parker Stelling Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parker Stelling Allen located?
Parker Stelling Allen is based in CHARLESTON, South Carolina, working with WARREN CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Parker Stelling Allen charge for services?
Parker Stelling Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARREN CAPITAL MANAGEMENT, INC.?
WARREN CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph Richard Warren
CHARLESTON, SC

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Research
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