Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Garry Parkinson is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with LPL Financial LLC and Cordingley & Parkinson Wealth Management in Idaho, Texas, and Utah. Robert has a wide range of experience in financial planning, portfolio management, and investment advisory services. Robert is a Certified Financial Planner. In addition to Robert's work at LPL Financial LLC, Robert is also a Managing Partner at Educational Management Systems, LLC.
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
ID
12/03/2021 - Present
LPL Financial LLC (REXBURG ID)
NA
06/24/1986 - 12/31/1990
DERAND/PENNINGTON/BASS, INC.
IA
Issued 12/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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