Parker Barnett, financial advisor Grand Blanc MI

Parker Barnett

CRD Number: 7238016
Current Firm: Wealth For You Financial, LLC

Parker Barnett (CRD# 7238016) is an Investment Advisor Representative working at Wealth For You Financial, LLC in Grand Blanc, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth For You Financial, LLC Grand Blanc, MI Mar 2020 - Current 4
Barnett Financial & Tax Grand Blanc, MI Jun 2018 - Current 5
Judson University Elgin, MI Sep 2014 - Jun 2018 3
Mcdonalds Grand Blanc, MI Jun 2014 - Aug 2015 1
High School Grand Blanc, MI Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Parker D. Barnett
Phone Number: 810-695-7510
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $94,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI

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