HH
Heather D. Hughes-henrichsen
PARKER FINANCIAL LLC
Silverdale, WA 98383
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CRD#: 6083955
HH
Professional summary
Heather Dawn Hughes-henrichsen, who also goes by Heather Dawn Henrichsen, Heather Dawn Hughes, Heather Dawn Hughes-shultz, Heather Dawn Shultz, Heather Dawn Wisler, is a registered financial advisor currently at PARKER FINANCIAL LLC located in Silverdale, Washington.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Heather has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather Dawn Henrichsen | Heather Dawn Hughes | Heather Dawn Hughes-Shultz | Heather Dawn Shultz | Heather Dawn Wisler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HEATHER DAWN DESIGN; NOT INVESTMENT-RELATED; 4308 PETERSVILLE RD, BREMERTON, WA 98310; SOLE PROPRIETORSHIP OFFERING GRAPHIC DESIGN, BOOKKEEPING, & ADMINISTRATIVE ASSISTANCE; OWNER; STARTED IN 1992; 10-20 HRS PER MONTH; 1.5 HRS A DAY DURING SECURITIES TRADING HOURS APPROX. 6AM TO 8AM PST; I PROVIDE CLIENTS WITH GRAPHIC DESIGN, BOOKKEEPING AND ADMINISTRATIVE ASSISTANCE.
CRS (Client Relationship Summary) - RIA
Click below to view Heather Dawn Hughes-henrichsen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 18, 2012 - Present
PARKER FINANCIAL LLC
Office #1: 9230 Bay Shore Dr Nw #201, Silverdale, WA 98383RIA
CRD#: 144293
Silverdale, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PARKER FINANCIAL LLC
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
CRD#: 144293 / SEC#: 801-121333
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/14/2021)
IAR
Washington(6/18/2012)
Current Firm
PF
PARKER FINANCIAL LLC
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
CRD#: 144293 / SEC#: 801-121333
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9230 Bay Shore Dr Nw #201, Silverdale, WA 98383
Mailing Address
Phone number
(360) 337-2701
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 217,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
