<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->

Parker Evans

CFP®, CFA®, CMT®
Personal Finance, Retirement, Investing
89%
Helpful
87
Answers
0
Articles
4
Followers
“Parker Evans, CFA, CFP is founder of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm.”
Firm:

Successful Portfolios LLC

Job Title:

President and Chief Investment Strategist

Biography:

Parker Evans, CFA, CFP founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience. His wealth management credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Market Technician (CMT).  Successful Portfolios helps individuals and families plan and manage personalized investment portfolios at leading online brokerages, including Charles Schwab, TD Ameritrade, and Interactive Brokers.

Education:

BA, Economics, Eckerd College
MBA, Finance, Nova Southeastern University

Assets Under Management:

$170 million

CRD Number:

722995

Disclaimer:

Successful Portfolios Form ADV Part 2 Brochure is available on the SEC Investment Advisor Disclosure website:  www.adviserinfo.sec.gov, Firm CRD# 152429.

Videos
  • Call Parker Evans, CFA, CFP - Trusted Financial Advisor
All Answers
Sort By:
Most Helpful
    Debt
Should I use most of my savings to pay off my student loans?
100% of people found this answer helpful

Given your circumstances paying off all of your student debt now would be unwise.  A better approach would be to pay off any high-interest low-balance student loans.  Hold on to most of your cash in a high yield online FDIC insured savings account for the time being until your financial future appears more predictable.

And congratulations on what is in effect the defeasance of your student debt.

3 weeks ago
    Debt
Do I need to take out a loan on a margin account?
100% of people found this answer helpful
4 weeks ago
    Investing, 401(k), IRAs, Mutual Funds
What else can I do to continue wisely investing during my 20s?
100% of people found this answer helpful
4 weeks ago
    Financial Planning, Retirement, Asset Allocation, Mutual Funds, Stocks
What should our portfolio distribution be if my wife and I are becoming more risk averse?
100% of people found this answer helpful
3 weeks ago
    Retirement, Investing, IRAs, Real Estate
I have $300,000 to invest; is early retirement on my horizon?
100% of people found this answer helpful
3 weeks ago