Parks Wealth Management

Parks Wealth Management

Financial Services 148 Prospect St., 2nd Floor 5 employees
Employees
5
Contacts
2
Emails
2

Parks Wealth Management Overview

Headquarters
148 Prospect St., 2nd Floor
Phone Number
Available in AeroLeads
Website
parkswm.com
Industry
Financial Services
Employees
5
Founded
2000
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Parks Wealth Management

Our mission at Parks Wealth Management is to grow, manage, and protect our clients' wealth in order to help achieve their dreams and aspirations. Among our services, is first listening to our clients' objectives and their current situation. We then create a customized wealth plan - a blueprint as it were - on how our clients' can pursue these goals. As the President and Wealth Advisor for Parks WM, Jim Parks has over 30 years experience in assisting a variety of clientele, including business owners, executives, growing families, inheritors of wealth, and retirees. Jim has formed relationships with industry leading money management firms, estate planning professionals and tax specialists to help ensure a comprehensive approach to pursue his clients' objectives. Jim is a Registered Securities Principal with LPL Financial, an independent broker/dealer. He has been recognized for providing exceptional client service as a member of LPL's Chairman's Club, comprising the top 4% of LPL's more than 20,000 independent investment professionals nationwide. -Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial. -For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which the financial advisors are registered to do business, please visit parkswm.com

Parks Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Parks Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Ania Karcher Director of Client Services at Parks
Email
Jim Parks, Cfp®, Aif® Specializing in Helping Corporate
Email
Jonathon Allen, Cfp® Wealth Advisor & Lead Financial Planner
View
Felicia Parks Director of Business Administration
View

Employees by Management Level

Director 2 profiles
Individual contributor 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Operations 1 1 0

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