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Maggie Parker

Advisor at Ameritas Advisory Services, LLC

Updated today

Location

Pomona Park, FL

Credentials

Series 66

Industry experience

14 years

About

Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at E*TRADE Capital Management LLC, LPL Financial, Capital City Bank, SigFig Wealth Management LLC, and The Vanguard Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery

Percentage

$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program

Commissions

Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis

Location

Pomona Park, FL

Most active in

Florida

Work history

Ameritas Advisory Services, LLC

2023 - Present (3 years)

Ameritas Investment Company, LLC

2023 - Present (3 years)

E*TRADE Capital Management LLC

2020 - 2023 (3 years)

E*TRADE Securities LLC

2020 - 2023 (3 years)

UNemployed

2019 - 2020 (1 year)

LPL Financial

2019 - 2019 (1 year)

Capital City Bank

2019 - 2019 (1 year)

UNemployed

2018 - 2019 (1 year)

SigFig Wealth Management LLC

2017 - 2018 (1 year)

The Vanguard Group, Inc.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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