Nathaniel Parks (CRD# 6030522) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 10 years of experience in the finance industry. Nathaniel 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financ.ial Engines Advisors L.l.c | Santa Clara, CA | Jan 2022 - Current | 2 |
| Financial Engines Advisors LLC | Santa Clara, CA | Sep 2021 - Jan 2022 | < 1 |
| Financial Engines Advisors L.l.c | Santa Clara, CA | Dec 2020 - Sep 2021 | < 1 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Dec 2020 | 2 |
| Edelman Financial Services, LLC | Fairfax, VA | Sep 2017 - Nov 2018 | 1 |
| Ef Legacy Securities, LLC | Henrico, VA | Sep 2017 - Oct 2018 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- TX
- VA
-
Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- 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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