Advisor at Parker Financial, LLC
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Firm
Parker Financial, LLC
Location
La Plata, MD
Credentials
CFP®, Series 66
Industry experience
5 years
$1,100 flat fee for initial financial plan and consulting services; $1,100 flat fee for annual review and update
$0 - $500,000: 1.00% $500,001 - $750,000: 0.95% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50%
Account minimum: $250,000 Fee-only: Flat fee of $1,100 for initial financial plan and consulting services; same flat fee for annual review and update
Parker Financial, LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Mechanicsville, MD
Edward Jones
Series 66
Waldorf, MD
Edward Jones
Series 66
La Plata, MD
Edward Jones
ChFC®, Series 66
La Plata, MD
Edward Jones
Series 66
La Plata, MD
Edward Jones
Series 63, Series 65
Lorton, VA
Merrill
David Jennings is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies tailored to their individual goals. Utilizing resources from Merrill Lynch and Bank of America, he provides comprehensive wealth management solutions, including investment insights, banking convenience, and lending options. David holds a Master’s Degree from George Washington University and a Bachelor's Degree from the University of Massachusetts System. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach is grounded in collaboration, focusing on creating flexible strategies responsive to changing market conditions. In addition to his professional work, David is engaged in his community, volunteering with local organizations in keeping with the Merrill tradition of community participation.
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