PARKER FINANCIAL ADVISORS LLC
CRD #305188 SEC #801-117329 HOUSTON, TX 832-476-3495
SEC Registered Disclosures
Total AUM
$190.9M
Discretionary
$186.6M
Employees
2
Clients
51
Accounts
344
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| KLINGEN, JOSEPH, LEONARD | I | MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| PARKER, CHARLES, LEE | I | CCO, MANAGING MEMBER | NA | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| C.L. PARKER INC. | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | D | Control |
| PARKER FINANCIAL ADVISORS | DE | OWNER | D | Control |
| PARKER FINANCIAL ADVISORS | DE | OWNER | D | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | C | Control |
| J. KLINGEN & CO., LLC | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| KLINGEN, JOSEPH, LEONARD | I | J. KLINGEN & CO., LLC | E | Control |
| PARKER, CHARLES, LEE | I | PARKER FINANCIAL ADVISORS | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | PARKER FINANCIAL ADVISORS | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
| PARKER, CHARLES, LEE | I | C.L. PARKER INC. | E | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
14800 ST MARY'S LNSTE 245
HOUSTON, TX 77079-2943
United States
Phone: 832-476-3495