JP
JP

Joseph Parker

22 Years of Experience
Valdosta, GA
BrokerSells Insurance

Joseph Parker is a registered investment advisor, based in Valdosta, GA, with 22 years of industry experience.

Location

3350 Noble Way, Suite A, Valdosta, GA, 31605

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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 ActivitiesSells Insurance

Joseph is an advisory representative of a RIA, spending about half his time on this and about a quarter of his time trading. He is also an insurance agent for various independent insurance companies, dedicating minimal time to this, and the president and owner/partner of Parkstone Financial LLC, which takes nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2023 - Present · 3 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
January 2018 - June 2023 · 5 yrs 5 mos
Cetera Investment Services LLCBroker
January 2018 - June 2023 · 5 yrs 5 mos
Principal Securities, INC.
December 2006 - January 2018 · 11 yrs 1 mo
Principal Securities, INC.Broker
November 2006 - January 2018 · 11 yrs 2 mos
Park Avenue Securities LLC
June 2006 - November 2006 · 5 mos
Peachtree Planning Corporation
April 2004 - November 2006 · 2 yrs 7 mos
Park Avenue Securities LLCBroker
December 2003 - November 2006 · 2 yrs 11 mos
State Registrations5 states
ALFLGANCPA
AdvisorBrokerBoth

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.
Joseph Parker - Financial Advisor | TrueAdvisor