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William Robert Parkinson

Alden Investment Group

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About William Robert Parkinson

William Robert Parkinson is a financial professional with over 16 years of experience in the industry. William is currently registered with Alden Investment Group and holds Series 6, 7, 63 and 65 licenses along with the SIE exam. William has previous experience at Cambridge Investment Research, Inc., MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. William is a registered investment advisor in Pennsylvania and Texas.

Firm Information

William Parkinson is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

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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William Parkinson’s Registration & Firm History

PA

01/09/2023 - Present

Alden Investment Group (WAYNE PA)

TX

10/01/2021 - 03/14/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Celina TX)

CA

02/06/2014 - 02/01/2021

MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)

CA

06/13/2006 - 01/15/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/12/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Robert Parkinson. Review regulatory record here.
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