David Gregory Parkinson
Investment adviser representative at Pgi Wealth Management
33 yearsExperience
1 stateRegistered in
CFADesignation
$930.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Pgi Wealth ManagementJul 2024 to now
- Greylin Investment Management IncJan 1993 to Jun 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (VA).
Pgi Wealth Management
Legal name: Philip James Wealth Management, LLC
$930.6MAssets managed
497Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2307888
- Firm CRD
- 297517