Erol Kenan Gokbora

Employer firm

Park, Miller, LLC CRD 146856

$340M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Park, Miller, Llc
  Walnut Creek, CA

Previous Registrations

• 2008-04-16 → 2013-01-31
  Msi Financial Services, Inc.
  Walnut Creek, CA
  San Jose, CA
  Alamo, CA
  Walnut Creek, CA
• 1997-12-19 → 2008-04-02
  Osaic Fa, Inc.
  Walnut Creek, CA
  San Ramon, CA
  San Ramon, CA
  Walnut Creek, CA

Other Businesses

INDEPENDENT INSURANCE AGENT -DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE -10 HOURS DURING SECURITIES TRADING - 10 HOURS DURING NON SECURITIES TRADING - SINCE 4/1985 CA 3 HOURS SECURITIES 5 HOURS NON SECURITIES - SINCE 9/2005 3 HOURS SECURITIES - 3 HOURS NON SECURITIES - SINCE 9/2010

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-08-07

Other Names

• Erol K Gokbora