Stuart ParkCRD Number: 1486997
Current Firm: Park, Miller, LLC
Stuart Park (CRD# 1486997) is an Investment Advisor Representative working at Park, Miller, LLC in Walnut Creek, CA and has over 11 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Park, Miller, LLC||Walnut Creek, CA||May 2008 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management231MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$1,159,289
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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