Parker Teague
Advisor at 49 Financial
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 49 Financial
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
Rogers, AR 72758
Credentials
Series 63, Series 65
Industry experience
4 years
Parker Teague is a financial advisor with 4 years of industry experience, currently affiliated with 49 Financial. He holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. His background includes roles in both investment advisory and fixed insurance services. 49 Financial provides advisory services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and Modern Portfolio Theory, managing approximately $871 million in client assets and supporting 128 advisors.
Based on 49 Financial
Based on 49 Financial
Fixed fees for financial planning and consulting services as described above
$0+: Up to 1.65% annually (maximum advisory fee) $10,000,000 net worth (for Fractional Family Office Services)+: Fractional Family Office Services fees range from $2,500 to $10,000 per month for Standard Services, $5,500 to $30,000 per month for Premium Services
Advisory professionals may receive commissions for the sale of securities and insurance products through affiliated broker-dealer
Account minimum: $25,000 Fee-only: Fixed fees for financial planning and consulting: up to $5,000 for limited engagements; up to $75,000 annually for ongoing services; advanced planning fees up to $75,000 fixed fee; retirement plan consulting fees are fixed, project-based, individually negotiated
5001 W Founders Way, Suite 100
Rogers, AR 72758
Arkansas
Oakwood Capital Securities, Inc.
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2021 - 2024 (3 years)
49 Wealth Management LLC
2020 - Present (6 years)
KNP LLC
2020 - 2021 (1 year)
Virco Manufacturing Corp
2020 - 2020 (1 year)
Conway Regional Health & Fitness
2019 - 2020 (1 year)
Joe's Crabshack
2019 - 2019 (1 year)
University of Central Arkansas
2018 - 2019 (1 year)
University of Central Arkansas
2017 - 2019 (2 years)
Virco Manufacturing Corp
2017 - 2017 (1 year)
Student
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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