Parker Lee Thompson
Investment adviser representative at Smedley Financial Services Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$396.7MFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Smedley Financial Services IncMar 2022 to now
- Securities America, Inc.Apr 2022 to Jun 2024
- Outcode SoftwareJan 2022 to Apr 2022
- MyeducatorFeb 2021 to Nov 2021
- Equitable Advisors, LLCDec 2020 to Feb 2021
- Fidelity Brokerage Services LLCMay 2020 to Nov 2020
- Myeducator LLCJan 2019 to May 2020
- Brigham Young UniversityAug 2017 to Dec 2020
- San Diablo ChurrosAug 2017 to Jan 2019
- Church of Jesus Christ of Latter Day SaintsJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Smedley Financial Services Inc
$396.7MAssets managed
855Clients
6Advisers
44 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
- 7256187
- Firm CRD
- 110870