RP
Robert K. Parks
WEALTH QUEST, LTD.
PALMYRA, PA 17078
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CRD#: 4590341
RP
Professional summary
Robert Kenneth Parks, CFP® is a registered financial advisor currently at WEALTH QUEST, LTD. located in Palmyra, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PARTNER IN A CPA FIRM, PARKS & COMPANY.
PARKS & COMPANY
815 E ARCH ST.
PALMYRA, PA 17078
PARKS & COMPANY IS A CPA FIRM IN THE SAME OFFICE AS WEALTHQUEST, LTD. MY POSITION AS PARTNER REQUIRES OVER 1500 HRS A YEAR TO BE DEVOTED TO CPA ACTIVITIES. I REGISTERED AS AN RIA SOLELY FOR THE PURPOSE OF GIVING INVESTMENT ADVICE TO OUR CPA CLIENTS ON A FEE ONLY BASIS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kenneth Parks'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: 1998
Experience
Current
February 28, 1996 - Present
WEALTH QUEST, LTD.
Office #1: 815 E Arch Street, Palmyra, PA 17078RIA
CRD#: 122416
PALMYRA, PA
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
Pennsylvania(2/28/1996)
Exams
Current Firm
WQ
WEALTH QUEST, LTD.
WEALTH QUEST, LTD.
CRD#: 122416 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (2/28/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
815 East Arch St., Palmyra, PA 17078
Mailing Address
Phone number
(717) 832-7526
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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