Robert Timothy French
Investment adviser representative at Parkwoods Wealth Partners, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm 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 assetsHourlyFixed 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
16 years in the industry.
- Parkwoods Wealth Partners, LLCMar 2025 to now
- Retirement Researcher, LLCAug 2018 to Dec 2024
- Mclean Asset Management CorpFeb 2015 to Dec 2024
- Instream SolutionsJul 2010 to Jul 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (ME).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
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
- 5238727
- Firm CRD
- 331565