Christopher Parks, financial advisor Chicago IL

Christopher Parks

CRD Number: 6504785
Current Firm: Polaris Wealth Advisory Group

Christopher Parks (CRD# 6504785) is an Investment Advisor Representative working at Polaris Wealth Advisory Group in Chicago, IL and has over 6 years of experience in the finance industry. Christopher 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.

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Professional Designations
Company Name Location Dates Years
Polaris Greystone Financial Group, LLC Chicago, IL Jul 2019 - Current 2
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jun 2019 < 1
Fidelity Brokerage Services LLC Oak Brook, IL Jun 2015 - Jun 2019 4
Miami University Oxford, OH Sep 2014 - May 2015 < 1
Fidelity Investments Oak Brook, IL Jun 2014 - Aug 2014 < 1
Miami University Oxford, OH Sep 2013 - May 2014 < 1
The Jordan Company Deerfield, IL Jun 2013 - Aug 2013 < 1
Miami University Oxford, OH Jun 2011 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Christopher K. Parks
Phone Number: 415-263-5600
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • KS
  • LA
  • NE
  • OR
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,822
    MILLIONS
  • Total Number of Accounts
    3,679
    ACCOUNTS
  • Average Account Value
    $495,335
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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