Marc Parkinson (CRD# 4490099) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 18 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial, LLC | 515 Congress Ave, TX | Nov 2015 - Current | 8 |
| Financial Planning Consultants, LLC | San Jose, CA | Aug 2005 - Current | 18 |
| Petrinovich Pugh & Co | San Jose, CA | Jan 1979 - Current | 45 |
| Nfp Securities, Inc. | San Jose, CA | Jan 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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