Kay Lessie Parker
Investment adviser representative at Advice and Planning Services
14 yearsExperience
3 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMay 2024 to now
- TIAAMay 2024 to now
- UnemployedFeb 2024 to May 2024
- Bank of America, N.A.Aug 2022 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jan 2024
- HumanaSep 2021 to Jul 2022
- UnemployedDec 2020 to Sep 2021
- Cetera Investment Services LLCSep 2020 to Dec 2020
- UnemployedOct 2019 to Sep 2020
- TIAASep 2012 to Sep 2019
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AL, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5513456
- Firm CRD
- 20472