John Parks (CRD# 2586008) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Key West, FL and has over 28 years of experience in the finance industry.
CRD# 4697383
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6125652
Newedge Advisors
CRD# 2727266
Money Concepts Advisory Service
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America Na | Key West, FL | Jan 2011 - Current | 13 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Apr 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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