Parker Vincent Barton

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 08/2020
  Waypoint Financial Partners, Llc
  Franklin, TN
• 10/2020 → 12/2020
  Waypoint Financial Partners, Llc
  Knoxville, TN
• 08/2017 → 05/2021
  University Of Tennessee
  Knoxville, TN
• 05/2019 → 08/2019
  White Cap
  Nashville, TN
• 12/2018 → 01/2019
  Ups
  Nashville, TN
• 05/2017 → 08/2017
  Richland Country Club
  Brentwood, TN
• 05/2018 → 08/2018
  Richland Country Club
  Brentwood, TN
• 11/2019 → 01/2020
  Ups
  Nashville, TN
• 06/2021 → Present
  Waypoint Financial Partners, Llc
  Franklin, TN
• 01/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2013 → 05/2017
  Father Ryan High School
  Nashville, TN
• 01/2022 → Present
  Dallas George
  Franklin, TN

Other Businesses

DALLAS GEORGE 6840 CAROTHERS PKWY, SUITE 100 FRANKLIN, TN 37067 REGISTERED SALES ASSISTANT, MAINTAIN CLIENT RAPPORT AND SATISFACTION SOLVE OPERATIONAL PROBLEMS TROUBLESHOOT FOR CLIENTS PROCESS UNSOLICITED TRADE ORDERS ORGANIZATION AND RECORD KEEPING, 01/10/2022, 180 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2022-04-01