Unclaimed
Robert Lee Parker is a financial advisor with Arkadios Wealth Advisors, located in Metairie, LA. Robert is a registered representative with FINRA and an Investment Advisor Representative in the states of Louisiana and Texas. Robert has been in the financial industry since 2003. Robert is committed to providing financial advice to individuals and corporations. Robert has a strong track record of success in the financial services industry, and is dedicated to providing clients with the highest level of service.
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.
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
LA
06/20/2024 - Present
Arkadios Wealth Advisors (METAIRIE LA)
LA
05/22/2008 - 06/25/2024
LPL FINANCIAL LLC (METAIRIE LA)
LA
09/22/2003 - 05/20/2008
CAPITAL ONE INVESTMENTS, LLC (HARVEY LA)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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