David
Parker
Pensionmark Financial Group, LLC
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About this Advisor
David Parker is a financial advisor based in White Plains, New York, working with Pensionmark Financial Group, LLC. David has previously held positions at Cetera Advisor Networks LLC, Assured Skcg, Inc, Assured Partners, Pensionmark Securities, LLC, and Pensionmark Financial Group, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, David is part of Pensionmark Financial Group, LLC, which operates out of White Plains, New York. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Parker Work History
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Assured Partners
Assured Skcg, Inc
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of David Parker 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 Pensionmark Financial Group, LLC
Santa Barbara, CA
Tempe, AZ
Gainesville, GA
Madison, WI
San Antonio, TX
Austin, TX
Pittsford, NY
San Antonio, TX
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