RP
CFP
RP
CFP

Robert Parks

30 Years of Experience
Palmyra, PA

Robert Parks is a CFP-designated registered investment advisor at Wealth Quest, LTD., based in Palmyra, PA, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 25 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$100 - $150/hr
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Location

815 E Arch Street, Palmyra, PA, 17078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a partner in a CPA firm, Parks & Company, dedicating nearly full-time hours to CPA activities. He registered as an RIA to provide fee-only investment advice to the CPA firm's clients.

Employment History
Current Registrations
Wealth Quest, LTD.
February 1996 - Present · 30 yrs 3 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Parks - Financial Advisor | TrueAdvisor