Erol K. Gokbora

PARK, MILLER

Reno, NV

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CRD#: 1310023

Professional summary

Erol Kenan Gokbora, who also goes by Erol K Gokbora, is a registered financial advisor currently at PARK, MILLER, LLC located in Reno, Nevada.

Erol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Erol has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erol K Gokbora

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT -DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE -10 HOURS DURING SECURITIES TRADING - 10 HOURS DURING NON SECURITIES TRADING - SINCE 4/1985 CA 3 HOURS SECURITIES 5 HOURS NON SECURITIES - SINCE 9/2005 3 HOURS SECURITIES - 3 HOURS NON SECURITIES - SINCE 9/2010

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erol Kenan Gokbora's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 30, 2013 - Present

PARK, MILLER, LLC

RIA

CRD#: 146856

Reno, NV

Past

April 16, 2008 - January 31, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ALAMO, CA

Past

April 10, 2008 - January 31, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WALNUT CREEK, CA

Past

January 8, 2002 - April 6, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1998 - April 2, 2008

OSAIC FA, INC.

CRD#: 3978

SAN RAMON, CA

Past

December 19, 1997 - April 2, 2008

OSAIC FA, INC.

RIA

CRD#: 3978

SAN RAMON, CA

Past

June 20, 1985 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

October 26, 1984 - June 13, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARK, MILLER, LLC

COYOTE, LLC | PARK, MILLER, LLC

CRD#: 146856 / SEC#: 801-69027

RIA

Registered Investment Advisory firm - (4/18/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/30/2013)

IAR

Nevada
(7/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/7/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1984

General Securities Representative Examination

Current Firm

PARK, MILLER, LLC

COYOTE, LLC | PARK, MILLER, LLC

CRD#: 146856 / SEC#: 801-69027

RIA

Registered Investment Advisory firm - (4/18/2008 Approved)

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Contact information

Main Address

2121 North California Blvd. Suite 290, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 974-3324

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 288,446,889

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Erol K. Gokbora

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erol Kenan Gokbora's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

PARK, MILLER, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/7/1986

Series 7

Date: 10/20/1984

Current Firm

PARK, MILLER, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK, MILLER, LLC

TRUST BUT VERIFY

Contact information

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