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Robert Kenneth Parks

Wealth Quest, Ltd.

Palmyra, PA

CRD 4590341

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Employer firm

Wealth Quest, Ltd. CRD 122416

25 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Quest, Ltd.

815 East Arch St., Palmyra, PA 17078 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1996-02-28
  • PA RA
    APPROVED
    Since 1996-02-28

Branch Locations

815 E Arch Street, Palmyra, PA 17078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parks & Company Palmyra PA 10/1996 Present
Wealthquest, Ltd. Palmyra PA 06/1995 Present
  • 10/1996 → Present
    Parks & Company
    Palmyra, PA
  • 06/1995 → Present
    Wealthquest, Ltd.
    Palmyra, PA
Other Businesses

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.

Designations
  • Certified Financial Planner

View on SEC IAPD

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