Philip W. Parker

EVERHART ADVISORS

DUBLIN, OH 43017

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CRD#: 6847297

Professional summary

Philip W Parker, CFP®, who also goes by Philip Warren Parker, Philip Parker, Phil Parker, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Philip has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Warren Parker | Philip Parker | Phil Parker

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.

Licensed insurance agent in OH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip W Parker's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

February 28, 2020 - Present

EVERHART ADVISORS

Office #1: 5200 Rings Road, Dublin, OH 43017

RIA

CRD#: 107091

DUBLIN, OH

Past

August 20, 2018 - February 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Fort Wayne, IN

Past

May 8, 2018 - February 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Fort Wayne, IN

Past

September 21, 2017 - May 8, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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".

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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

Florida
(4/22/2022)

IAR

Ohio
(2/28/2020)

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: 6/11/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2017

General Securities Representative Examination

Current Firm

EVERHART ADVISORS

CRD#: 107091 / SEC#: 801-50786

RIA

Registered Investment Advisory firm - (12/21/1995 Approved)

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Contact information

Main Address

5200 Rings Road, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-9705

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERHART ADVISORS ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	5,483
AUM (Assets Under Management)	$ 1,874,701,457

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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Advisor Monitoring

Firm Stability Insights

Philip W. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip W Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

EVERHART ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2018

Series 63

Date: 9/28/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2017

Current Firm

EVERHART ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERHART ADVISORS

TRUST BUT VERIFY

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