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Robert Garry Parkinson

SAND CREEK CAPITAL, LLC·REXBURG, Idaho
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record34 years registeredSAND CREEK CAPITAL, LLC
234 E 1ST N, REXBURG, ID 83440CRD# 1504112Firm CRD# 326719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Garry Parkinson · REXBURG, ID
Registration
CRD #1504112 · SAND CREEK CAPITAL, LLC · 34 years registered
Brand Profile
Not yet started
01

Career History

SAND CREEK CAPITAL, LLC
Sep 2023 – present
LPL FINANCIAL LLC
Mar 1992 – present
LPL FINANCIAL LLC
Apr 1992 – Mar 2025
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 6, 1992
Years registered · 34
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAND CREEK CAPITAL, LLC
CRD 326719 · SEC 801-128135
AUM
$130M
Regulatory assets under management
Employees
5
381 client accounts
Services offered by SAND CREEK CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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05

Frequently Asked Questions

What services does Robert Garry Parkinson offer?
Robert Garry Parkinson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REXBURG, Idaho for a consultation.
What are Robert Garry Parkinson's credentials?
Robert Garry Parkinson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Garry Parkinson located?
Robert Garry Parkinson is based in REXBURG, Idaho, working with SAND CREEK CAPITAL, LLC. Their office serves clients in the REXBURG metropolitan area and surrounding communities.
How does Robert Garry Parkinson charge for services?
Robert Garry Parkinson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAND CREEK CAPITAL, LLC?
SAND CREEK CAPITAL, LLC has approximately 5 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAND CREEK CAPITAL, LLC

Holly Bullock Miller
REXBURG, ID

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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