Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Laurel, DE 19956
OSAIC
Institution
Matthew Parker is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for nine years and The Insurance Market Inc for another nine years. Outside of his advisory role, Parker serves as a football official for the Del Mar VA Football Officials Association and is a board member of the Western Sussex Chamber of Commerce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a portfolio approach that incorporates asset allocation tools, risk tolerance assessments, and both discretionary and non-discretionary management options.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Laurel, DE S Central Ave
1122 S Central Ave
Laurel DE 19956
Advisors at this office
1
Delaware · Texas
14 years of industry experience
OSAIC
2025 - Present • 1 year
Laurel, DE
LINCOLN FINANCIAL ADVISORS Corporation
2016 - 2025 • 9 years
Laurel, DE
The Insurance Market Inc
2007 - 2016 • 9 years
Laurel, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Genevee Lekites is a CFP® with 17 years of industry experience and is currently affiliated with PKS Investment Advisors LLC. She has been with PKS Investment Advisors since 2009 and holds a Series 65 license. Outside of advisory work, she is president and co-owner of Lekites Enterprises LLC, a non-investment related property ownership business. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold approach primarily using passive index funds and ETFs, offers discretionary and non-discretionary account management, and maintains an affiliation with an accounting firm while providing educational workshops for retirement plan participants.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Colton Hastings is a CFP® and holds a Series 65 license, currently serving at PKS Investment Advisors LLC with seven years of industry experience. He previously worked at Wilgus Insurance for two years before joining PKS Investment Advisors in 2018. PKS Investment Advisors LLC provides investment management and financial planning services to individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm follows a Modern Portfolio Theory-based, buy-and-hold investment approach, primarily using passively managed index funds and ETFs, and offers employee benefit plan services including retirement plan education and oversight.
CFP®, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Kyle Banks is a financial advisor at PKS Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley for nine years. PKS Investment Advisors LLC provides investment management, financial planning, and employee benefit services to individuals, qualified retirement plans, trusts, nonprofit organizations, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and documented investment policy statements informed by Monte Carlo analysis.
PFS™, Series 65
Salisbury, MD
PKS Investment Advisors LLC
Daniel O’Connell is a financial advisor at PKS Investment Advisors LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. He has worked at PKS Investment Advisors LLC since 2010 and has been with PKS & Company, P.A. since 1995. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation approach based on Modern Portfolio Theory and frequently uses passively managed funds, including those from Dimensional Fund Advisors.
Series 65
Salisbury, MD
PKS Investment Advisors LLC
William Booth is a financial advisor at PKS Investment Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has been with PKS Investment Advisors since 2014, also maintaining a longstanding role at PKS & Company, P.A. since 1997. PKS Investment Advisors LLC provides investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation strategy primarily using passively managed mutual funds and offers insurance and annuity recommendations through licensed agents.
PFS™, Series 65
Salisbury, MD
PKS Investment Advisors LLC
John Stern Jr. is a financial advisor at PKS Investment Advisors LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. His career includes extensive tenure at PKS Investment Advisors LLC and its affiliated accounting firm, PKS & Company, P.A., where he currently serves as an advisor to the non-investment related accounting practice. PKS Investment Advisors LLC offers investment management, financial planning, and retirement plan services to individuals, qualified plans, trusts, nonprofits, and small businesses. The firm employs a long-term, asset allocation strategy based on Modern Portfolio Theory, often using passively managed mutual funds and documented investment policy statements.
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