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Robert Kenneth Parks

CFP®
WEALTH QUEST, LTD.
PALMYRA, PA
·CRD# 4590341·30 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 1998

Years of Experience

30 years in the financial services industry

Current & Past Employments

WEALTH QUEST, LTD.·CRD# 122416
RIA
815 E Arch Street, Palmyra, PA 17078
February 28, 1996 - Present

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Current Firm

WQ
WEALTH QUEST, LTD.

WEALTH QUEST, LTD.

CRD#: 122416
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (2/28/1996 Approved)

Contact Information

Main Address

815 East Arch St., Palmyra, PA 17078

Phone Number

(717) 832-7526

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Pennsylvania
(2/28/1996)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Kenneth Parks's CRS (Customer Relationship Summary).

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