GP
Gloria J. Park
NEST FINANCIAL LLC
Austin, TX 78756
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CRD#: 6587836
GP
Professional summary
Gloria Jiye Park, CFP® is a registered financial advisor currently at NEST FINANCIAL LLC located in Austin, Texas.
Gloria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gloria has worked at 1 firm and has passed the Series 65 exam.
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.
Owner-retail business-selling apparel, inventory, and bookkeeping-from San Antonio, TX-2hrs sec, 2hrs nonsec-since 03/2009
CRS (Client Relationship Summary) - RIA
Click below to view Gloria Jiye Park'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®
Experience
Current
January 3, 2020 - Present
NEST FINANCIAL LLC
Office #1: 5540 N Lamar Blvd, Austin, TX 78756RIA
CRD#: 299307
Austin, TX
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
Texas(1/3/2020)
Current Firm
NF
NEST FINANCIAL LLC
INSURANCE BROKER | REGISTERED REPRESENTATIVE OF A BROKER DEALER | NEST FINANCIAL LLC
CRD#: 299307 / SEC#:
Ohio
Registered Investment Advisory firm - (2/18/2020 Approved)Texas
Registered Investment Advisory firm - (11/5/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5540 N Lamar Blvd, Austin, TX 78756
Mailing Address
Phone number
(512) 944-4882
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 30,500,000 |
Red Flags
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