Bryan Parks, financial advisor Woburn MA
93 score

Bryan Parks

CRD Number: 5366064
Current Firm: Pinnacle Private Wealth, LLC

Bryan Parks (CRD# 5366064) is an Investment Advisor Representative working at Pinnacle Private Wealth, LLC in Woburn, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Private Wealth, LLC Woburn, MA May 2017 - Current 1
Lpl Financial LLC Woburn, MA May 2013 - Current 5
Santander Securities LLC Guaynabo, PR Sep 2012 - May 2013 < 1
Sovereign Bank West Newton, MA Dec 2009 - May 2013 3
Lpl Financial Services Charlotte, NC Dec 2009 - Sep 2012 2
Nylife Securities, LLC Waltham, MA Jul 2007 - Dec 2009 2
New York Life Insurance Comp. Waltham, MA Jun 2007 - Dec 2009 2
Waddell And Reed Hartford, CT Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Bryan Parks
Phone Number: 781-932-1044
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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

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