Matthew Parks (CRD# 7201764) is an Investment Advisor Representative working at Seven Springs Wealth Group in Brentwood, TN and has over 4 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seven Springs Wealth Group, LLC | Brentwood, TN | Aug 2022 - Current | 1 |
| Dean Dorton Wealth Management, LLC | Lexington, KY | Jul 2019 - Jul 2022 | 3 |
| Dean Dorton Allen Ford, Pllc | Lexington, KY | Jul 2019 - Jul 2022 | 3 |
| Mullins, Clemmons & Mayes | Brentwood, TN | Jan 2015 - Jul 2019 | 4 |
| Community Trust Investment Company | Lexington, KY | May 2014 - Dec 2014 | < 1 |
| University Of Kentucky | Lexington, KY | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- TN
-
Total Assets Under Management765MILLIONS
-
Total Number of Accounts1,057ACCOUNTS
-
Average Account Value$723,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, KY, NH, TN, TX
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