Courtney Leffall- Financial Advisor McKinney, TX

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About Courtney Leffall

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.

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General Information

Compliance

Qualifications & Membership

Compensation and Fees

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

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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Courtney Leffall

LX Parker Wealth Management