Parker Matthew Langer

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

• 08/2018 → 06/2020
  Kpmg Llp
  Houston, TX
• 06/2020 → 05/2023
  Kpmg Llp
  Houston, TX
• 05/2023 → 09/2023
  Kpmg Llp
  Houston, TX
• 08/2013 → 12/2016
  Baylor University
  Waco, TX
• 01/2017 → 03/2017
  Kpmg Llp
  Houston, TX
• 04/2017 → 06/2018
  Baylor University
  Waco, TX
• 09/2023 → 05/2025
  The Summit Financial Strategies Inc
  Houston, TX
• 05/2025 → Present
  Lpl Financial Llc
  Beaverton, OR

Previous Registrations

• 2024-04-01 → 2025-05-01
  Scf Investment Advisors, Inc.
  Houston, TX
  San Diego, CA
  Beaverton, OR

Other Businesses

1- 05/2025 - The Summit Financial Strategies, Inc. - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 09/01/2023- 160 hours per month/ 130 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20