Eliot R. Parker

PARKMONT WEALTH ADVISORS LLC

Fremont, OH 43420

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CRD#: 6466770

Professional summary

Eliot Reed Parker is a registered financial advisor currently at PARKMONT WEALTH ADVISORS LLC located in Fremont, Ohio.

Eliot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eliot has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

04/2011, RETIREMENT SOLUTIONS PLUS, LLC, INVESTMENT RELATED, 900 CROGHAN ST, FREMONT OH 43420, FINANCIAL PLANNING, PRESIDENT, 200 HOURS, MARKET TO SENIORS HEALTH FI ANNUITIES, 08/2013, REN PROPERTIES, NON-INVESTMENT RELATED, 900 CROGHAN ST, FREMONT OH 43420, MEMBER OF COMPANY,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eliot Reed Parker'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®

None

Experience

Current

February 9, 2018 - Present

PARKMONT WEALTH ADVISORS LLC

Office #1: 900 Croghan Street, Fremont, OH 43420

RIA

CRD#: 291778

Fremont, OH

Past

March 23, 2015 - February 15, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

FREMONT, OH

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

Ohio
(2/9/2018)

IAR

Texas
(2/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2015

Uniform Investment Adviser Law Examination

Current Firm

PARKMONT WEALTH ADVISORS LLC

CRD#: 291778 / SEC#:

Michigan

Registered Investment Advisory firm - (6/24/2025 Terminated)

Ohio

Registered Investment Advisory firm - (2/9/2018 Approved)

Texas

Registered Investment Advisory firm - (2/7/2019 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

900 Croghan Street, Fremont, OH 43420

Mailing Address

Phone number

(419) 332-1111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	525
AUM (Assets Under Management)	$ 34,991,837

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eliot R. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eliot Reed Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARKMONT WEALTH ADVISORS LLC

HORTER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2015

Current Firm

PARKMONT WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARKMONT WEALTH ADVISORS LLC

TRUST BUT VERIFY

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