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Madison Leigh Parker

Investment adviser representative at Prevail Innovative Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$931.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Prevail Innovative Wealth Advisors, LLCJan 2024 to now
  2. USA Financial Securities CorporationOct 2018 to Jan 2024
  3. Cornerstone SecuritiesJan 2018 to Oct 2018
  4. Parker Financial GroupJan 2011 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 1 state (KS).

Prevail Innovative Wealth Advisors, LLC

$931.8MAssets managed
822Clients
30Advisers
4 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
6896868
Firm CRD
288641
Advisor's SEC record (opens in a new tab)
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