CP
CP

Crysten Marie Parker

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,500
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Location

Powder Springs, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Crysten is an employee and investment advisor representative of Manning & Napier Advisors, LLC. She also serves as treasurer on the board of Room to Move and provides accounting and financial consulting services, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
December 2023 - Present · 2 yrs 2 mos
Manning & Napier Investor Services, INC.
September 2023 - Present · 2 yrs 5 mos
Manning & Napier Investor Services, INC.Broker
September 2023 - Present · 2 yrs 5 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.