Parker Stockmoe
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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.
- UBS Financial Services, IncJan 2026 to now
- Equitable Advisors, LLCJul 2023 to Jan 2026
- Fresco Salad and Grain BowlsJan 2023 to May 2023
- Academy Sports & OutdoorsMar 2021 to Jul 2021
- DoordashApr 2020 to Mar 2021
- Texas State UniversityAug 2019 to Jul 2023
- SalataMar 2019 to Aug 2020
- Firo Fire Kissed PizzaAug 2018 to Dec 2018
- StudentJul 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7788976
- Firm CRD
- 8174