Lee Parks, financial advisor Corbin KY

Lee Parks

CRD Number: 5618879
Current Firm: Osaic Institutions, Inc.

Lee Parks (CRD# 5618879) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Corbin, KY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Corbin, KY Sep 2011 - Current 12
Hometown Bank Of Corbin Corbin, KY Nov 2008 - Jan 2022 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for Lee K. Parks
Phone Number: 203-599-6000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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