Parker Allen Green
Investment adviser representative at Sagespring Wealth Partners
13 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 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
Experience
13 years in the industry.
- Sagespring Wealth Partners LLCDec 2025 to now
- AlliancebernsteinJun 2023 to Dec 2025
- High Point UniversityAug 2022 to May 2023
- AlliancebernsteinJun 2022 to Aug 2022
- High Point UniversityAug 2021 to May 2022
- Safety-kleenJun 2021 to Jul 2021
- High Point UniversityAug 2019 to May 2021
- John Green & Company RealtorsJun 2017 to Aug 2020
- StudentJan 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 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
- 7778743
- Firm CRD
- 283515