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Carole R Parker

DECLARATION MANAGEMENT & RESEARCH LLC·MCLEAN, Virginia
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1800 TYSONS BOULEVARD, MCLEAN, VA 22102-4858CRD# 1879495Firm CRD# 105930
01

About

Carole R Parker is a registered financial advisor based in MCLEAN, Virginia, affiliated with DECLARATION MANAGEMENT & RESEARCH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DECLARATION MANAGEMENT & RESEARCH LLC
DECLARATION MANAGEMENT & RESEARCH LLC
AUM
$4.7B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DECLARATION MANAGEMENT & RESEARCH LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1879495
Firm CRD# 105930
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carole R Parker offer?
Carole R Parker specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Carole R Parker's credentials?
Carole R Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carole R Parker located?
Carole R Parker is based in MCLEAN, Virginia, working with DECLARATION MANAGEMENT & RESEARCH LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Carole R Parker charge for services?
Carole R Parker's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECLARATION MANAGEMENT & RESEARCH LLC?
DECLARATION MANAGEMENT & RESEARCH LLC has approximately 3 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCLEAN
Jerrold Gonzalez Mauricio — CAPITAL ONE ADVISORS, LLCAndrew Frank Jose — FJ CAPITAL MANAGEMENT LLCCharles Robert Devaney — CAPITAL ONE ADVISORS, LLCMaria Alexia Burke — OUTFITTER ADVISORS, LTD.William Peter Callan — DECLARATION MANAGEMENT & RESEARCH LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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