Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Parkinson is a financial advisor with PGI Wealth Management. David is a chartered financial analyst and has been in the industry since 1993. He specializes in providing financial planning and portfolio management services to individuals and charitable organizations. David holds a Series 63 license and is registered in Virginia. David is committed to providing his clients with personalized advice and guidance to help them reach 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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VA
07/01/2024 - Present
PGI Wealth Management (ORANGE VA)
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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