Parker Marshall
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbJul 2022 to now
- Charles Schwab & Co., Inc.Jan 2022 to now
- TD Ameritrade Investment Management, LLCAug 2021 to Dec 2022
- TD Ameritrade, Inc.Jul 2021 to Dec 2022
- Ameriprise Financial Services, IncOct 2019 to Jul 2021
- Bankers Life SecuritiesMar 2019 to Oct 2019
- Bankers Life & CasualtyFeb 2019 to Oct 2019
- Education- Pilot TrainingDec 2018 to Feb 2019
- Ameriprise Financial Services, Inc.Nov 2017 to Nov 2018
- Bank of America, N.A.Mar 2017 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AR).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6189288
- Firm CRD
- 5393