George Parks (CRD# 4472816) is an Investment Advisor Representative working at Parks Investment Management, LLC in Bristol, VA and has over 23 years of experience in the finance industry. George Parks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Parks Investment Management, LLC | Bristol, VA | Nov 2022 - Current | 1 |
American Values Investment, Inc. | Bristol, VA | Mar 2001 - Dec 2022 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- VA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$458,242
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
VA
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