Courtney, Leffall
LX Parker Wealth Management
300 East Davis StreetSuite 112
McKinney, TX 75069
9723634626
About LX Parker Wealth Management
In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management.
We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.
See Disclosures
General Information
Firm Start Year
CRD#
5211412
Firm CRD#
6413
Insurance License#
1412025
Name of Broker/Dealer
LPL FINANCIAL LLC
Name of Custodial Firm
LPL FINANCIAL LLC
States Licensed in
TX
Years of Experience in Financial Services
15
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Education
BBA - Marketing & Finance
Lehigh University
06/15/2003 -12/17/2006
MBA - Finance and Entrepreneurship
University of Texas at Austin Red McCombs School of Business
08/01/2013 -06/01/2015
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures