Allen B. Parker,  CFP<sup>&reg;</sup> - Financial Advisor

Allen B. Parker, CFP®

CIMA®

Financial Advisor

Edward Jones

2816 Erwin Rd, Ste 109
Durham, NC 27705
FINANCIAL ADVISOR'S WEBSITE
(888) 382-3085 CONNECT WITH Allen
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General

Allen Parker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Durham, NC and the surrounding communities.

Financial Advisor Overview

You might think that what we offer at Edward Jones can be found at any other investment firm. But we like to believe that everything from our principles to our history makes us different from the rest.

Our Core Principles

At Edward Jones, we are guided by a set of principles that have shaped all aspects of our business, particularly the way we have built our client relationships and the investment strategies we recommend. It might sound old-fashioned or even, yes, unfashionable. And it may not be the right approach for everyone. But we've learned through decades of experience that it's a way of helping you succeed.

  • We are focused on one client, the long-term investor. All aspects of our business - from the location of our offices to the investments and services we offer - are aligned to help us better understand and meet our clients' unique needs.

    We like to work with clients who share our long-term view of investing. That doesn't mean you need to have millions to invest with us. In fact, we value every investor.

  • We are committed to a long-term philosophy that emphasizes quality and diversification. We make every effort to avoid investments that are likely to confuse or disappoint clients.

    Our investment philosophy is characterized by what we won't do as much as by what we will do. We discourage financial advisors from selling any stock priced under $4 per share. We don't sell any options or commodities. And our research department typically provides research opinions only on companies that have long stable operating histories. We believe the smartest way to build wealth is to invest in a variety of quality companies that have solid track records and hold them for the long term.

    We also discourage our clients from frequent trading - just one reason we don't offer online trading. It's been proven time and again that a long-term investment strategy is one of the soundest ways to help achieve financial goals.

    And we don't believe in pushing investments just because they're trendy or someone says they're hot. We're committed to looking out for your best interests and helping you develop a strategy that makes sense for your specific goals. And if your needs change over time, we'll work with you to help diversify and rebalance your portfolio accordingly.

  • Relationships are key, and in our view, meeting face to face builds strong relationships. Our offices are welcoming, accessible and located in the communities where our clients live and work.

    At Edward Jones, we prefer to meet you face to face and maintain a personal relationship. You talk, we listen, and our goal is to always put you first.

    We believe it's important to live and work in the same communities as our clients. It might not sound like a big deal, but we believe that by knowing the community, we can better understand your needs. When we live side by side and see you around town, we feel it makes us more connected and more accountable than someone you only know over the telephone.

    Being in your neighborhood also means you can drop by if something is on your mind. We have an open-door policy. And because our offices are typically small and conveniently located, they're often more approachable.

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Financial Advisor Experience

Allen Parker, investment representative of Edward Jones, grew up in Rochester, NY. He received a bachelor's degree in electrical engineering and a master's in business administration from Duke University in Durham, NC. Parker completed his bachelor's degree cum laude with honors, and he earned the prestigious Fuqua Scholar distinction from the Fuqua School of Business.


Parker joined Edward Jones in 2003 as an investment representative, opening the firm's office in Rougemont, N.C. He quickly established himself as a leader in the firm, having served as a resource for firm-wide training programs and colleagues within his region. He was one of the first investment representatives to get involved in managed account program training and business development.

Parker and his wife, Rev. Rhonda Parker, live with their five children in Efland, NC.

Parker's past outside activities include:
• Eagle Scout and Woodbadge graduate, Boy Scouts of America
• Lieutenant, United States Navy
• Senior consultant, Booz Allen & Hamilton
• Director, Sony Ericsson Mobile Communications, Inc.
• Center Director, North Carolina United Methodist Camp and Retreat Ministries Inc.

His current outside activities include:
• Vice Chair, Board of Directors, United Methodist Foundations
 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

Edward Jones

Broker-Dealer Disclaimer

available on request

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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