Karla Gray Parker

Current Employers

Employment History

• 07/1996 → 03/2017
  Metlife Securities Inc.
  Florence, AL
• 03/2017 → 05/2018
  Mml Investors Services, Llc
  Florence, AL
• 03/2017 → 05/2018
  Massachusetts Mutual Life Insurance Company
  Florence, AL
• 05/2018 → 05/2021
  Securian Financial Services Inc
  St. Paul, MN
• 05/2018 → 05/2021
  Minnesota Life Insurance Co
  St. Paul, MN
• 05/2018 → 05/2021
  Wealth Management Group Llc
  Birmingham, AL
• 06/2021 → 09/2023
  Sagepoint Financial
  Florence, AL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Florence, AL

Previous Registrations

• 2021-06-17 → 2023-09-01
  Osaic Services, Inc.
  Florence, AL
• 2018-05-21 → 2021-06-23
  Securian Financial Services, Inc.
  Florence, AL
  Florence, AL
  Birmingham, AL
• 2017-03-25 → 2018-05-17
  Mml Investors Services, Llc
  Florence, AL
• 2004-12-02 → 2017-03-25
  Msi Financial Services, Inc.
  Florence, AL

Other Businesses

1) LEGACY CAPITAL ADVISORS, LLC POSITION: Senior Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/26/2018 ADDRESS: 1212 Helton Drive Suite A, Florence AL 35630, United States DESCRIPTION: Senior Partner of LLC 2) AMERILIFE POSITION: Agent NATURE: Insurance Brokerage| Amerilife-Alabama. Insurance: Fix Products: Life, Annuities, LTC, Disability. This will be 5 hours weekly. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/17/2021 ADDRESS: 1212 Helton Drive Suite A, Florence AL 35630, United States DESCRIPTION: Insurance Brokerage| Amerilife-Alabama. Insurance: Fix Products: Life, Annuities, LTC, Disability. This will be 5 hours weekly. 3) CRUMP BROKERAGE POSITION: agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2021 ADDRESS: 1212 Helton Drive, Florence AL 35630, United States DESCRIPTION: Ins Agent 4) THOMAS LEE GRAY 2020 IRRV TR POSITION: Trustee NATURE: Special Needs Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2020 ADDRESS: 224 Shoal Creek Road, Leoma TN 38468, United States DESCRIPTION: Trustee --of Special Needs Trust 5) POWER OF ATTORNEY/EXECUTOR POSITION: POA/Executor NATURE: Power of Attorney and Executor of Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 137 W Scott St, Lawrenceburg TN 38464, United States DESCRIPTION: Power of Attorney/Executor of Estate

Exams

• S66 Uniform Combined State Law Examination
  2001-06-27
• S63 Uniform Securities Agent State Law Examination
  1996-11-26

Designations

Other Names

• Karla G Parker