Parker Vincent Barton
Investment adviser representative at Equitable Advisors, LLC
13 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Dallas GeorgeJan 2022 to now
- Equitable Advisors, LLCJan 2022 to now
- Waypoint Financial Partners, LLCJun 2021 to now
- Waypoint Financial Partners, LLCOct 2020 to Dec 2020
- Waypoint Financial Partners, LLCJun 2020 to Aug 2020
- UpsNov 2019 to Jan 2020
- White CapMay 2019 to Aug 2019
- UpsDec 2018 to Jan 2019
- Richland Country ClubMay 2018 to Aug 2018
- University of TennesseeAug 2017 to May 2021
- Richland Country ClubMay 2017 to Aug 2017
- Father Ryan High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7264818
- Firm CRD
- 6627