Dawn Parks, financial advisor Plano TX

Dawn Parks

CRD Number: 2758734
Current Firm: Avantax Advisory Services

Dawn Parks (CRD# 2758734) is an Investment Advisor Representative working at Avantax Advisory Services in Plano, TX and has over 27 years of experience in the finance industry. Dawn 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
Avantax Insurance Agency And/or Avantax Insurance Services Plano, TX Nov 2020 - Current 3
Avantax Investment Services, Inc. Plano, TX Oct 2019 - Current 4
Avantax Advisory Services Plano, TX Oct 2019 - Current 4
Avantax Insurance Services, Inc. Plano, TX Aug 2015 - Current 8
Wealthcare Financial Group LLC Frisco, TX Sep 2018 - Nov 2023 5
1st Global Capital Corp Gainesville, GA Aug 2015 - Oct 2019 4
1st Global Advisors, Inc. Gainesville, GA Aug 2015 - Oct 2019 4
Rushton & Company, LLC Gainesville, GA Aug 2015 - Aug 2018 3
Lincoln Financial Securities Dallas, TX May 2014 - Aug 2015 1
Lpl Financial LLC Plano, TX Sep 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Dawn E. Parks
Phone Number: 972-870-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • 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, VT, WA, WI, WV, WY

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