David
Parker
Pensionmark Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Parker is a financial advisor operating in White Plains, New York who has 2 years of industry experience. Parker is currently employed by Pensionmark Financial Group, LLC. Throughout their career, Parker has worked at Tower Square Securities, Inc, Cetera Advisor Networks LLC, Assured Skcg, Inc, Assured Partners, Pensionmark Securities, LLC and Pensionmark Financial Group, LLC. Parker maintains a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in New York and Texas. Pensionmark Financial Group, LLC is a registered investment firm headquartered in Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in assets under management between its 7,380 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 142 charitable organizations. Of its 7,380 client accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pensionmark Financial Group, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees billed by Pensionmark Financial Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Parker Work History
David has been registered as a financial advisor for 2 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Assured Partners
Assured Skcg, Inc
Cetera Advisor Networks LLC
Tower Square Securities, Inc
*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 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
San Mateo, CA
San Antonio, TX
Fort Mill, SC
South Burlington, VT
Santa Barbara, CA
Los Angeles, CA
Madison, WI
Saint Petersburg, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
