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Robert Lee Parker

Arkadios Wealth Advisors

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About Robert Lee Parker

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.

Firm Information

Robert Parker is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Parker’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Lee Parker. Review regulatory record here.
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