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Parker Webb

Advisor at LPL Financial

Updated today

Location

Mcconnelsville, OH 43756

Credentials

Series 63, Series 65

Industry experience

6 years

About

Parker Webb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Nationwide Investment Services Inc. and entrepreneurial ventures such as Zipline Safari LLC. Webb has also been involved in managing a real estate rental business through Airbnb. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

86 N Kennebec Ave

Mcconnelsville, OH 43756

Most active in

Ohio

Work history

LPL Financial

2022 - Present (4 years)

Nationwide Investment Services Inc.

2019 - 2022 (3 years)

LPL Financial

2019 - 2019 (1 year)

Webb Financial Group LLC

2019 - 2019 (1 year)

The Wilds

2018 - 2018 (1 year)

Zipline Safari LLC

2016 - 2017 (1 year)

Ohio Dominican University

2015 - 2018 (3 years)

Disclosures

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

Business activities & affiliations

Stephen K

Series 66

Mcconnelsville, OH

Edward Jones

Stephen Kirk is a financial advisor with Edward Jones in McConnelsville, OH, holding a Series 66 designation and 12 years of industry experience. He worked at J.P. Morgan Securities LLC from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he is a joint owner of a general farming business, Red Barn Acres, which is currently not income-producing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and emphasizes fiduciary standards in its services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Dustin B

Series 66

Beverly, OH

LPL Financial

Dustin Becker is a financial advisor with LPL Financial in Beverly, Ohio, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and also operates an insurance agency, Dietz, Futrell & Walters Insurance Inc, where he has been involved since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Scott W

Series 63

Mcconnelsville, OH

LPL Financial

Scott Webb is a financial advisor with LPL Financial in Johnstown, Ohio, holding a Series 63 designation and bringing 29 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Webb operates a fixed insurance business under Park Health Strategies, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Rickie W

Series 63

Beverly, OH

LPL Financial

Rickie Walters is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked at Cetera Advisors LLC for eight years and has been associated with River Cities Financial Services for over three decades. Walters is also involved in an insurance agency that sells property and casualty, life and health insurance, and fixed annuities. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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