Kelly Parks, financial advisor Myerstown PA

Kelly Parks

CRD Number: 3067748
Current Firm: State Farm Investment Management Corp.

Kelly Parks (CRD# 3067748) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Myerstown, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Kelly Parks Insurance Agency Palmyra, PA Jan 2021 - Current < 1
State Farm Vp Management Corp Palmyra, PA Jan 2021 - Current < 1
State Farm Investment Management Corp Myerstown, PA Oct 2018 - Current 3
State Farm Vp Management Corp. Myerstown, PA May 1998 - Current 23
Kelly Parks Insurance Agency Myerstown, PA Jan 1996 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Kelly J. Parks
Phone Number: 800-447-0740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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