Maggie R. Parker
Professional summary
Maggie Rhea Parker, CFP®, who also goes by Maggie Rhea Hires, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Pomona Park, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Maggie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Maggie has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maggie Rhea Parker's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2023 - Present
AMERITAS ADVISORY SERVICES, LLC
March 13, 2023 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 5900 "o" Street, Lincoln, NE 68510-2234March 16, 2020 - October 14, 2022
HARRISDIRECT LLC
February 27, 2020 - October 14, 2022
E*TRADE SECURITIES LLC
April 15, 2019 - May 17, 2019
LPL FINANCIAL LLC
April 8, 2019 - May 17, 2019
LPL FINANCIAL LLC
May 9, 2017 - September 24, 2018
SIGFIG WEALTH MANAGEMENT LLC
November 6, 2015 - April 20, 2017
VANGUARD ADVISERS, INC.
November 6, 2015 - April 20, 2017
VANGUARD MARKETING CORPORATION
August 4, 2010 - September 4, 2015
STRATEGIC ADVISERS LLC
May 4, 2010 - September 1, 2015
FIDELITY BROKERAGE SERVICES LLC
June 15, 2009 - September 29, 2009
EDWARD JONES
May 20, 2009 - September 29, 2009
EDWARD JONES
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2023)
(4/13/2023)
(3/13/2023)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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