Skip to content

Bobby Alvin Parks

Investment adviser representative at Cornerstone Advisors LLC
20 yearsExperience
1 stateRegistered in
$7.2MFirm assets
2 yearsFirm in business

Are you Bobby Alvin Parks? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Cornerstone Advisors LLCFeb 2026 to now
  2. Cornerstone Registered Investment AdvisorsFeb 2020 to Jul 2023
  3. MML Investors Services, LLCMar 2017 to Feb 2020
  4. MetlifeJul 2006 to Feb 2020
  5. Metropolitan Life Insurance CoJul 2006 to Mar 2017
  6. Metlife Securities IncMay 2006 to Feb 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (OK).

Cornerstone Advisors LLC

$7.2MAssets managed
71Clients
4Advisers
2 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
5138701
Firm CRD
325163
Advisor's SEC record (opens in a new tab)
CallContact this firm