William Geoffrey Parker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 05/2017
  Voya Financial Partners
  Windsor, CT
• 09/2014 → 05/2017
  Voya Financial
  Windsor, CT
• 06/2017 → 07/2020
  Ashton Stewart & Co
  New York, NY
• 11/2017 → 07/2020
  Alesia Strategies, Llc
  Stamford, CT
• 08/2020 → 11/2020
  Unknown
  Hamilton, NJ
• 11/2020 → 03/2025
  The Investment Center Inc
  Wayne, NJ
• 05/2022 → 03/2025
  Ic Advisory Services, Inc.
  Wayne, NJ
• 03/2025 → Present
  Lpl Financial Llc
  Wayne, NJ

Previous Registrations

• 2022-05-18 → 2025-03-06
  Ic Advisory Services, Inc.
  Wayne, NJ
  Bedminster, NJ
  Naples, FL

Other Businesses

1. 03/06/2025-Snap TPA LLC- Third Party Administrator (TPA)- INV Related- At Princeton, NJ- Start date 08/18/2020- 160 Hours Per Month- 120 Hours During Trading 2. 03/06/2025- WG Parker Trading LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 09/23/2020- 160 Hours Per Month- 120 Hours During Trading 3. 03/06/2025- Parker Trading Corporation- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 08/20/2017 4. 03/06/2025- MRP Plans Investing- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/12/2020- 80 Hours Per Month- 80 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-05-17
• S63 Uniform Securities Agent State Law Examination
  2002-08-30

Other Names

• William G Parker
• Geoffrey Parker