Unclaimed Profile

Alan (nmn) Cole

PARKSIDE INVESTMENTS, LLC·DEERFIELD, Illinois

Series 7, Series 24, Series 63Clean record27 years registeredPARKSIDE INVESTMENTS, LLC

570 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 3035430Firm CRD# 286178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan (nmn) Cole · DEERFIELD, IL

Registration

CRD #3035430 · PARKSIDE INVESTMENTS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PARKSIDE INVESTMENTS, LLC

Jul 2017 – present

CEDAR HILL ASSOCIATES, LLC

Jun 2008 – Feb 2017

ROSEMONT, IL

CEDAR HILL ASSOCIATES INC

Jun 1999 – Jun 2008

HIGHLAND PARK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · June 15, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARKSIDE INVESTMENTS, LLC

CRD 286178 · SEC 801-108826

AUM

$1.2B

Regulatory assets under management

Employees

641 client accounts

Services offered by PARKSIDE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PARKSIDE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Alan (nmn) Cole offer?

Alan (nmn) Cole specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.

What are Alan (nmn) Cole's credentials?

Alan (nmn) Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan (nmn) Cole located?

Alan (nmn) Cole is based in DEERFIELD, Illinois, working with PARKSIDE INVESTMENTS, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.

How does Alan (nmn) Cole charge for services?

Alan (nmn) Cole's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARKSIDE INVESTMENTS, LLC?

PARKSIDE INVESTMENTS, LLC has approximately 7 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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