Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Parker is a financial advisor with over 10 years of experience in the financial services industry. Matthew Parker is currently registered with LPL Financial LLC. Prior to this, Matthew Parker was also registered with BANCWEST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, VALIC FINANCIAL ADVISORS, INC., and WADDELL & REED, INC.. Matthew Parker holds Series 7, Series 66 and SIE licenses. Matthew Parker specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Matthew Parker serves a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
CA
07/19/2023 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
05/23/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
CA
05/26/2016 - 02/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARTINEZ CA)
CA
09/30/2013 - 05/12/2016
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
CA
06/06/2012 - 08/22/2013
WADDELL & REED, INC. (FRESNO CA)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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