Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Park is a financial advisor with over 25 years of experience in the financial services industry. Austin currently works at LPL Financial LLC, a firm that provides financial advice to individuals, families, businesses, and institutions. Austin holds Series 6, 7, 63, and 66 licenses, and SIE exam. Previously, Austin has worked at Wells Fargo Advisors LLC, UnionBanc Investment Services, LLC, Independent Financial Group, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and The Variable Annuity Marketing Company. Austin specializes in providing financial planning services to individuals, families, and businesses. Austin has a strong track record of helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/25/2022 - Present
LPL Financial LLC (PASADENA CA)
CA
04/26/2019 - 10/24/2022
INDEPENDENT FINANCIAL GROUP, LLC (PORTER RANCH CA)
CA
10/28/2016 - 05/13/2019
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
01/03/2011 - 11/03/2016
WELLS FARGO ADVISORS, LLC (PASADENA CA)
CA
08/17/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
06/01/2009 - 08/30/2010
MORGAN STANLEY SMITH BARNEY (PASADENA CA)
CA
07/14/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PASADENA CA)
CA
10/29/1998 - 08/01/2006
VALIC FINANCIAL ADVISORS, INC. (ANAHEIM CA)
TX
08/25/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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