Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Parks is a financial advisor at Forum Financial Management, LP and has been in the industry since 1997. Linda is a certified financial planner and holds the Series 65 license. Linda also owns and operates Linda Parks, CPA, a tax and accounting firm in Ithaca, NY, and provides services for both individuals and businesses. In addition to her financial advisory work, Linda is also an active member of the community. Linda specializes in Financial Planning, Pension Consulting, and Portfolio Management for both businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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IL
10/31/2022 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 06/12/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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