Parker Mayo
Investment adviser representative at Novare Capital Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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 assets
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.
- Novare Capital Management, LLCAug 2026 to now
- Quantitative Financial StrategiesMar 2026 to May 2026
- Verum Partners LLCMar 2025 to Mar 2026
- Fidelity InvestmentsJul 2018 to Mar 2025
- United States Air ForceMay 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Novare Capital Management
$1.9BAssets managed
757Clients
18Advisers
23 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
- 7259603
- Firm CRD
- 117949