Matthew Parks (CRD# 5430848) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lebanon, OH and has over 11 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Dayton, OH | Dec 2019 - Current | 4 |
| Fifth Third Bank | Dayton, OH | Jul 2019 - Current | 4 |
| Jpmorgan Chase Bank, N.a. | Dayton, OH | Oct 2018 - Jul 2019 | < 1 |
| J.p. Morgan Securities LLC | Dayton, OH | Oct 2018 - Jul 2019 | < 1 |
| Pnc Bank | Vandalia, OH | Aug 2015 - Oct 2018 | 3 |
| Pnc Investments | Vandalia, OH | Aug 2015 - Oct 2018 | 3 |
| Fifth Third Securities | Dayton, OH | Jun 2012 - Sep 2015 | 3 |
| Fifth Third Bank | Dayton, OH | Apr 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- OH
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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