Advisor at Rock Creek Wealth Management
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Firm
Rock Creek Wealth Management
Location
Hillsboro, OR 97006
Credentials
Series 63, Series 65
Industry experience
16 years
Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.
Based on Rock Creek Wealth Management
$0+: 0.25% +: up to 1.50%
$300 per hour, negotiable
1915 Ne Stucki Avenue, Ste 308
Hillsboro, OR 97006
Oregon
Rock Creek Wealth Management, LLC
2025 - Present (1 year)
Cross Financial Advisors, LLC
2017 - 2026 (9 years)
LPL Financial, llc
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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