Adam Parks
CRD Number: 2391795
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Fee Only
We are a client focused independent financial planning firm with a focus on tax diversification strategies, individual financial planning and retirement plan management.
We offer complimentary portfolio reviews and unbaised advice for those who seek to provide protection for their loved ones while saving for their personal financial goals.
Our mission is to provide clients with a personal, one on one relationsship with a financial professional while offering access to the products and services they desire to help them achieve their retirement goals.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2015 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2015 - Current | 8 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2012 - Sep 2015 | 3 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- FL
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, a Registered Investment Adviser. Trinity Wealth Management Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 847-917-9954. This email service may not be monitored every day, or after normal business hours.
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