San Tan Valley, AZ Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

San Tan Valley AZ

Advisors at this office

2

Advisors at this office

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Parker L

Series 66

San Tan Valley, AZ

LPL Financial

Parker Langer is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior experience includes roles at The Summit Financial Strategies Inc. and KPMG LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Mark G

CFP®, Series 63

San Tan Valley, AZ

LPL Financial

Mark Godes is a CFP® and Series 63-licensed financial advisor with LPL Financial, based in San Tan Valley, AZ. He has 27 years of industry experience, including over two decades at LPL Financial and nearly 20 years with Optimal Wealth & Investments, Inc. He also serves as a notary public, notarizing client-related documents without compensation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and consulting for institutional clients.

College savings (529s, UTMA, etc.)
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