Nathaniel Parks (CRD# 6030522) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edelman Financial Services, LLC | Fairfax, VA | Sep 2017 - Current | < 1 |
| Ef Legacy Securities, LLC | Henrico, VA | Sep 2017 - Current | < 1 |
| Unemployed | Centreville, VA | Jun 2017 - Sep 2017 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Aug 2015 - Jun 2017 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Reston, VA | Feb 2012 - Aug 2015 | 3 |
| Great American Restaurants | Fairfax, VA | Feb 2010 - Feb 2012 | 2 |
| Education | Fairfax, VA | Sep 2007 - Feb 2010 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Financial Issue
- TX
- VA
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Total Assets Under Management21,360MILLIONS
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Total Number of Accounts85,125ACCOUNTS
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Average Account Value$250,931
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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