PARKER CARLSON & JOHNSON

DAYTON, Ohio·2 registered advisors·CRD# 105815
SEC# 801-17956937-223-0600
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: LUMP SUM ADVISER'S FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PARKER CARLSON & JOHNSON

2 registered advisors
James Melvin Johnson
DAYTON, Ohio
Kathleen Ann Carlson
DAYTON, Ohio
05

Office Locations

DAYTON, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. PARKER CARLSON & JOHNSON (CRD# 105815) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.