RIA Intelligence
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C•••••• L•• P•••••
- Designations
- CFP, AEPreportedparkerfeeonly.comas printed on the bio page, Sep 16, 2026
- Business email
- charles@parkerfeeonly.comreportedparkerfeeonly.comfirm site, Sep 16, 2026
- Direct business phone
- 832-726-1453reportedparkerfeeonly.comfirm site, Sep 16, 2026
- Professional profile
- parkerfeeonly.com/team-member-01/charles-parkerreportedparkerfeeonly.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P••••• F•••••••• A••••••• L•• independent RIA currentsince Sep 17, 2019 · Houston, Tx
- P••••• F•••••••• A••••••• formerFeb 8, 1996 to Dec 31, 2019 · Houston, Tx
- P••••• F•••••••• A••••••• to P••••• F•••••••• A••••••• L••left Dec 31, 2019, registered Sep 17, 2019 (-105 days) · channel change inside one enterprise, not a move · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address