Lony Floyd Parker

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → 08/2021
  Charles Schwab & Co., Inc.
  Tacoma, WA
• 04/2016 → 08/2021
  Charles Schwab Bank
  Tacoma, WA
• 08/2021 → 03/2022
  Fisher Investments
  Plano, TX
• 03/2022 → 05/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2022 → Present
  The Vanguard Group, Inc.
  Plano, TX

Previous Registrations

• 2021-08-11 → 2022-03-03
  Fisher Investments
  Plano, TX
  Plano, TX
• 2012-08-28 → 2021-08-03
  Charles Schwab & Co., Inc.
  Austin, TX
  Tacoma, WA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2012-05-30
• S63 Uniform Securities Agent State Law Examination
  2006-03-10

Designations

• Certified Financial Planner

Other Names

• Lony F Parker
• Lony Parker