Brian ParkeCRD Number: 5355150
Current Firm: Cambridge Investment Research Advisors, Inc.
Brian Parke (CRD# 5355150) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milford, CT and has over 8 years of experience in the finance industry. Brian Parke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
American Portfolios Advisors, Inc.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2013 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2011 - Current||5|
|Connecticut Capital Management Group LLC||Milford, CT||Jun 2008 - Current||8|
|Connecticut Capital Management Group LLC||Milford, CT||Jun 2007 - Jun 2008||1|
|Quinnipiac University||Hamden, CT||Nov 2005 - May 2008||2|
|Quinnipiac University||Hamden, CT||Aug 2004 - May 2008||3|
|The Canterbury School||New Milford, CT||Oct 2006 - Jan 2007||< 1|
|The Canterbury School||New Milford, CT||Feb 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV