Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Brian Parks is a financial advisor with Charles Schwab & Co., Inc. Richard has been in the financial industry since 2016 and is registered in California, Colorado, and Texas. Richard has a Series 7, Series 63 and SIE licenses. Richard previously worked at Fidelity Brokerage Services LLC. Richard's office is located at 9800 Schwab Way in Lone Tree, CO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/31/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
02/29/2016 - 12/05/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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