Adam Parks, financial advisor Clearwater FL

Adam Parks

Trinity Wealth Management Group

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.

 

CONTACT
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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
Contact Info for Adam D. Parks
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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