William
Parkinson

Alden Investment Group

CRD#5055232
Investment Advisor
in Wayne, PA

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About this Advisor

William Parkinson is a financial advisor working in Wayne, Pennsylvania who has 1 year of relevant experience. Parkinson currently works for Alden Investment Group. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Massmutual Life Insurance Company, Mml Investors Services LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Collins Community Credit Union and Alden Investment Group. Parkinson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. Alden Investment Group is a business operating out of Wayne, PA. It has $207 million in assets across its 722 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 722 customer accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. Alden Investment Group offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules largely are based on the financial services provided. However, fee types billed by Alden Investment Group can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

37 West Avenue Suite 301
Wayne, PA 19087

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Alden Investment Group Brokerage Details

Total Assets Under Management

$207,297,236

PA Average: $15,833,994,310
Total Number of Employees

27

PA Average: 41
Total Number of Accounts

722

PA Average: 3,342
Average Account Size

$287,115

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

William Parkinson Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Alden Investment Group

2021 - Present (3 years)

Collins Community Credit Union

2021 - 2022 (1 year)

Cambridge Investment Research, Inc

2021 - 2022 (1 year)

Cambridge Investment Research Advisors, Inc

2014 - 2021 (7 years)

Mml Investors Services LLC

2013 - 2021 (8 years)

Massmutual Life Insurance Company

2006 - 2013 (7 years)

Northwestern Mutual Investment Services, LLC

2005 - 2013 (8 years)

Northwestern Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Parkinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alden Investment Group

Eric Maslowsky
Berwyn, PA
Joseph Cunningham
Wayne, PA
Derek D'Alonzo
Hockton, GA
Deborah Davis
Wayne, PA
Karen Van Horn
Wayne, PA
Brian Mccafferty
Wayne, PA
Nathan Goad
Wayne, PA
John Swenson
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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