Pacific Park Financial, Inc.
Pacific Park Financial, Inc. (CRD# 122867) is a financial advisory firm headquartered in Ladera Ranch, CA. They manage $124,330,379 in 670 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management124MILLION
Total Number of Accounts670ACCOUNTS
Average Account Value$185,568
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, LA, NY, TX
Robert Charette (CRD# 5405813) is an Investment Advisor Representative working at Pacific Park Financial, Inc. in Ladera Ranch, CA and has over 14 years of experience in the finance industry.
Gary Gordon (CRD# 4572155) is an Investment Advisor Representative working at Pacific Park Financial, Inc. in Ladera Ranch, CA and has 1 year of experience in the finance industry. Gary Gordon 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.