David Earl Parker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2004 → 07/2025
  Next Financial Group Inc
  Ann Arbor, MI
• 08/2022 → 06/2023
  Mathis Cpas And Associates
  Ft. Myers, FL
• 06/2023 → 10/2025
  Davis Cpas And Associates
  Cape Coral, FL
• 07/2025 → Present
  Lpl Financial Llc
  Fort Myers, FL
• 02/2026 → Present
  Gallagher And Rhodes Pa
  Cape Coral, FL

Previous Registrations

• 2010-03-19 → 2025-07-10
  Next Financial Group, Inc.
  Fort Myers, FL
  Ann Arbor, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Ypsilanti, MI

Other Businesses

1.05/05/2025; RETIRE ON TIME; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/27/2016; 1hrs/mth; 1hrs during trading 2.05/16/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name RETIRE ON TIME; Investment Related; at Reported Business Location(s); Start Date 12/01/2004; 130hrs/mth; 130hrs during trading 3.08/14/2026; Grasmeier Business Consulting; Tax Prep/Accounting/CPA; Investment Related; Fort Myers,FL; Start Date 08/24/2026; 100hrs/mth; 50hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-03

Designations

• Certified Financial Planner