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Parker Evans

CFP®, CFA®, CMT®
Personal Finance, Retirement, Investing
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“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.

All Answers
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    Taxes
What happens if I have over $1,000,000 in Bitcoin and I convert it?
0% of people found this answer helpful

If you own Bitcoin and sell it, you owe income taxes on any gain. Refer to IRS Notice 2014-21.

4 weeks ago
    Banking
Are all bank accounts insured by the FDIC?
4 weeks ago
    Social Security, IRAs, Taxes
Is there a written formula to manually calculate how much a person can convert from an IRA to an established Roth in 2019 while staying in the current 12 percent tax bracket?
100% of people found this answer helpful
5 weeks ago
    Stocks, Starting Out
When a covered call option is assigned early, is the time and date on record available to the seller of the option?
5 weeks ago
    Asset Allocation, Stocks
What is the best way to calculate the expected yearly return of an individual stock?
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