Lee Parks (CRD# 5618879) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Corbin, KY and has over 15 years of experience in the finance industry.
CRD# 6894290
Edward Jones
CRD# 4831061
Edward Jones
CRD# 4962744
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Corbin, KY | Sep 2011 - Current | 12 |
Hometown Bank Of Corbin | Corbin, KY | Nov 2008 - Jan 2022 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
S63 | Uniform Securities State Law Examination | Jan 2009 |
- KY
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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