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Bobby Parks

Advisor at Cornerstone Advisors LLC

Updated today

Location

Fayetteville, AR 72703

Credentials

Series 63, Series 65

Industry experience

11 years

About

Bobby Parks is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife. Outside of his advisory work, he is involved as a sales broker with Oklahoma Financial Network, LLC, focusing on various insurance products. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a range of analytical methods to develop tailored investment strategies and typically operates with discretionary trading authority.

Client services

Based on Cornerstone Advisors LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Cornerstone Advisors LLC

Options & derivatives strategies Annuities Tax-loss harvesting Wealth management

Occupation focus

Based on Cornerstone Advisors LLC

Founder/Business Owner

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Fee options

Percentage

2.00%

Project-based

$150 to $250 per hour for financial planning services.

Other

Account minimum: No account minimum for any of CAL’s services

Location

4201 Shiloh Dr, Suite 1600

Fayetteville, AR 72703

Most active in

Oklahoma

Work history

Cornerstone Advisors LLC

2026 - Present (1 year)

Cornerstone Fayetteville Advisors, LLC CRD 325163

2023 - Present (3 years)

Cornerstone Registered Investment Advisors

2020 - 2023 (3 years)

Mass Mutual Investors Services

2017 - 2020 (3 years)

MetLife

2006 - 2020 (14 years)

Metropolitan Life Insurance Co

2006 - 2017 (11 years)

METLIFE Securities Inc

2006 - 2020 (14 years)

MSI Financial Services Inc (CRD 14251)

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darren V

Series 63, Series 65

Lowell, AR

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Darren Vilardo Sr. is a financial advisor with Tekton Wealth Advisors in Lowell, AR, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior experience includes roles at DaVinci Wealth and Delta Investment Management, among others. He is also involved with Tekton Wealth Insurance Services, LLC, where he provides insurance solutions as a licensed agent. Tekton Wealth Advisors offers investment management, financial planning, and consulting services, focusing on allocating assets to independent investment managers for individuals, trusts, and estates. The firm utilizes a blend of fundamental, technical, and cyclical analysis and integrates estate-planning technology to support legacy execution alongside portfolio monitoring.

General retirement planning Income planning Medicare planning General tax planning
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Christian F

CFA®, Series 66

Fayetteville, AR

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Active portfolio management Concentrated stock management Founder/Business Owner
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

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James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at SignalPoint Asset Management, Ameriprise Financial Services, and Investment Professionals, Inc. Outside of his advisory role, he is a partner in Oooweee, LLC, an entity involved in commercial real estate. SignalUp Wealth, LLC is a small independent firm providing discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm also offers consulting and planning services for qualified retirement plans and serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Cash flow / budgeting Founder/Business Owner
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John C

Series 66

Fayetteville, AR

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John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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Stephen S

CFP®, Series 63

Fayetteville, AR

Spicer Capital

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Real estate investing Annuities General tax planning
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James W

Series 66

Fayetteville, AR

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Options & derivatives strategies Active portfolio management
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