Advisor at ABG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ABG Financial Services, Inc.
Location
Atlanta, GA 30339
Credentials
ChFC®, Series 63, Series 65
Industry experience
22 years
William Parker is a financial advisor at ABG Financial Services, Inc. in Atlanta, GA, with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Parker has been affiliated with ABG Financial Services since 1995 and has a long-standing role as owner and agent at Assured Benefits Group, Inc., where he is engaged in insurance sales. He also serves as managing director of AECS International, LLC, a non-investment related business focused on developing database management systems. ABG Financial Services is a solo registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides financial planning, educational seminars, and non-discretionary equity advice, while outsourcing portfolio implementation to third-party managers. Its investment approach is based on modern portfolio theory and long-term trading, with ongoing due diligence and tailored model portfolios.
Based on ABG Financial Services, Inc.
Based on ABG Financial Services, Inc.
Fixed fee for financial planning services starting at $2,500 (negotiable)
$0 - $250,000: 0.99% (ABG) + 0.41% (AssetMark) = 1.40% Total $250,001 - $500,000: 0.75% (ABG) + 0.30% (AssetMark) = 1.05% Total $500,001 - $2,500,000: 0.50% (ABG) + 0.20% (AssetMark) = 0.70% Total
$250 per hour for financial planning services (negotiable)
Fee-only: Fixed fees starting at $2,500 for financial planning; Hourly fees starting at $250/hour for financial planning; Educational seminars/workshops at $2,500 per person or $3,500 per couple
3043 Riverstone Trail, Suite 100
Atlanta, GA 30339
Georgia · Texas
ABG Financial Service, Inc.
2014 - Present (12 years)
ABG Financial Services, Inc.
1995 - Present (31 years)
Phoenix Mutual Life Ins. Co.
1983 - Present (43 years)
Assured Benefits Group, Inc.
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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