Parks Wealth Management Company Profile, Contacts & Intelligence

Parks Wealth Management Overview

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

Headquarters

148 Prospect St., 2nd Floor

Website

parkswm.com

Industry

Financial Services

Founded

2000

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Phone Number

Available in AeroLeads

Company Email

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Parks Wealth Management Contact Intelligence

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Parks Wealth Management Workforce Composition

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