Unclaimed
Parker Allen Lobb is a financial advisor with Fidelity Personal and Workplace Advisors. Lobb has been in the industry since June 2014. Lobb is registered with FINRA and is licensed in 53 states and jurisdictions. Lobb specializes in a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Lobb works with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Lobb's previous experience includes working at Hornor, Townsend & Kent, Inc. in Addison, Texas.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
07/13/2013 - 06/05/2014
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
BOTH
Issued 05/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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