Marc Parkinson, financial advisor San Jose CA
93 score

Marc Parkinson

CRD Number: 4490099
Current Firm: Financial Planning Consultants, LLC

Marc Parkinson (CRD# 4490099) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 12 years of experience in the finance industry.

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Parker Investment Management, LLC
Company Name Location Dates Years
Lion Street Financial, LLC 515 Congress Ave, TX Nov 2015 - Current 2
Financial Planning Consultants, LLC San Jose, CA Aug 2005 - Current 12
Petrinovich Pugh & Co San Jose, CA Jan 1979 - Current 39
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
Contact Info for Marc G. Parkinson
Phone Number: 408-287-7911
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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