RP
Robert G. Parkinson
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
Rexburg, ID 83440
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CRD#: 1504112
RP
Professional summary
Robert Garry Parkinson, CFP®, who also goes by Rob Parkinson, is a registered financial advisor currently at CORDINGLEY & PARKINSON WEALTH MANAGEMENT located in Rexburg, Idaho and LPL FINANCIAL LLC located in Rexburg, Idaho.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Rob Parkinson
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.
1. 04/20/2005 - CORDINGLEY & PARKINSON WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 04/20/2011 - Educational Management Systems, LLC - Other-Software Business - Managing Partner - Not Investment Related - Time Spent 10% 3. 08/01/2013 - Parkinson Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only- Investment Related 4. 09/20/2019 - RGP Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 09/17/2019 - 15 Hours Per Month/ 5 Hours During Trading 5. 10/25/2023 - Sand Creek Capital, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/23/2023 - 1 Hour Per Month/ During Trading - I provide investment advisory services through Sand Creek Capital, LLC, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 04/22/2025 - RGP Holdings, LLC - None - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:04/21/2025 -5 Hrs/Mth - 0 Hrs During Trading. 7) 06/18/2025 - Shift Up - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date:07/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 8) 06/13/2025 - CORDINGLEY & PARKINSON WEALTH MANAGEMENT - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/01/2021 - 160 Hrs/Mth - 160 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Garry Parkinson's 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®
CFP®
Start date: 1987
Experience
Current
September 28, 2023 - Present
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
Office #1: 234 E 1st N, Rexburg, ID 83440RIA
CRD#: 326719
Rexburg, ID
Current
March 6, 1992 - Present
LPL FINANCIAL LLC
Office #1: 234 E 1st N, Rexburg, ID 83440RIA
BD
CRD#: 6413
Rexburg, ID
Past
April 6, 1992 - March 25, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
June 24, 1986 - December 31, 1990
DERAND/PENNINGTON/BASS, INC.
BD
CRD#: 4679
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".
C&
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL
CRD#: 326719 / SEC#: 801-128135
RIA
Registered Investment Advisory firm - (6/9/2023 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/27/2022)
RR
Arizona(1/24/2022)
RR
California(11/10/2004)
RR
Colorado(2/7/2013)
RR
Florida(4/7/2016)
RR
Idaho(3/10/1992)
IAR
Idaho(9/28/2023)
RR
Illinois(1/4/2005)
RR
Montana(1/21/2014)
RR
Nevada(8/10/2020)
RR
North Carolina(7/15/2021)
RR
North Dakota(1/16/2016)
RR
Ohio(7/1/2022)
RR
Oregon(10/21/2022)
RR
Texas(11/29/2021)
IAR
Texas(12/8/2023)
RR
Utah(7/22/1993)
IAR
Utah(12/11/2023)
RR
Virginia(9/27/2022)
RR
Washington(4/7/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
C&
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL
CRD#: 326719 / SEC#: 801-128135
RIA
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Contact information
Main Address
234 E 1st N, Rexburg, ID 83440
Mailing Address
Phone number
(208) 356-9022
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 638 |
| AUM (Assets Under Management) | $ 193,032,805 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CRD#: 326719Rexburg, ID 83440TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
