Grant Parker
Advisor at Trademark Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trademark Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Watkinsville, GA 30677
Credentials
Series 63, Series 65
Industry experience
1 year
Grant Parker is a financial advisor with State Farm Investment Management holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles with the Toronto Blue Jays and Minnesota Twins, as well as self-employment and educational positions. He is also involved in coaching and development through Infinite Vision Sports Academy. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios and serves as adviser and portfolio manager for the State Farm Funds. The firm manages individual and retirement accounts through a retail wrap-fee program offered via its affiliated broker-dealer, using a mix of low-cost ETFs and actively managed mutual funds with automated rebalancing and tax-loss harvesting.
Based on Trademark Capital Management Inc.
Based on Trademark Capital Management Inc.
Based on Trademark Capital Management Inc.
Up to 1.25% annually, negotiable by each investment adviser representative; tiered fee schedule may apply
Certain associated persons are licensed insurance agents and receive commissions on insurance and annuity products sold.
Financial planning services hourly rate ranges from $150 to $250 per hour.
Performance fee of 10% on Trademark Partners Fund, LP investors if a predetermined hurdle rate is achieved; performance fees only apply to eligible clients investing in affiliated private funds.
Fee-only: Management fees are separate from commissions; financial planning fees may be discounted or waived with portfolio management engagement.
1551 Jennings Mill Road, Suite 1200 A
Watkinsville, GA 30677
Georgia
Trademark Sports Management
2026 - Present (1 year)
Trademark Capital Management Inc.
2026 - Present (1 year)
State Farm Investment Management Corp
2024 - 2026 (2 years)
State Farm VP Management Corp
2024 - 2026 (2 years)
Ryan Hendrix Insurance Agency
2024 - 2026 (2 years)
Toronto Blue Jays
2018 - 2020 (2 years)
Minnesota Twins
2012 - 2018 (6 years)
Self Employed
2012 - 2024 (12 years)
Chino Valley USD
2010 - 2024 (14 years)
Riverside County Office of Education
2010 - 2024 (14 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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