Parker Troutner

Wealth Management Advisor at Woodstock Wealth Management, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 65
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
  • Texas General Lines: Agent Life, Accident, Health and HMO
    Texas Department of Insurance

Experience

  • Woodstock Wealth Management, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Aug 2023 - Present
  • Allied Wealth
    • Financial Services
    • 1 - 100 Employee
    • Senior Investment Advisor
      • Jan 2020 - Aug 2023

    • Financial and Investment Advisor Representative
      • Apr 2018 - Jan 2020

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Oct 2016 - Mar 2018

      AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

  • Camcon Exploration
    • Landman
      • Jul 2015 - Aug 2015

      •Ran chain of title in the Henderson County courthouse •Gained a better understanding of the upstream oil and gas business •Utilized court data systems to determine ownership, assembled run sheets of successive title ownership, and contributed to reconciling land ownership •Worked on teams to ensure complete and thorough reports •Complied with federal, state and local law and regulations in the operating areas •Ran chain of title in the Henderson County courthouse •Gained a better understanding of the upstream oil and gas business •Utilized court data systems to determine ownership, assembled run sheets of successive title ownership, and contributed to reconciling land ownership •Worked on teams to ensure complete and thorough reports •Complied with federal, state and local law and regulations in the operating areas

  • Rosie Carraba’s
    • Waiter
      • Aug 2012 - May 2013

      •Handled, monitored and controlled all food and beverage operations successfully •Forged well-built relationships with the customers, staff members, guests and team organizers •Demonstrated genuine hospitality while greeting and establishing rapport with guests •Guided guests through the menus while demonstrating thorough knowledge of the food, beverages, and ingredients •Increased wine sales by providing information and suggestions on food-wine combinations •Handled particularly irate patrons by diffusing the situation using tact to ensure recurring business Show less

Education

  • University of Oklahoma
    Bachelor of Business Administration (BBA), Double Major: Finance & Energy Management
    2010 - 2015

Community

You need to have a working account to view this content. Click here to join now