Parley P. Giles

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CRD#: 1062137

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Parley Pratt Giles JR was a registered financial professional .

Parley is a previously registered financial professional and started their career in finance in 1984. Parley had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 22 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 15, 2006 - December 31, 2017

DEMARS FINANCIAL GROUP LLC

RIA

CRD#: 116257

KENAI, AK

Past

April 6, 2006 - April 20, 2006

DEMARS FINANCIAL GROUP LLC

RIA

CRD#: 116257

KENAI, AK

Past

March 31, 2006 - December 31, 2017

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

KENAI, AK

Past

April 11, 2000 - March 31, 2006

EQUITY SERVICES, INC.

RIA

CRD#: 265

KENAI, AK

Past

April 5, 2000 - March 31, 2006

EQUITY SERVICES, INC.

CRD#: 265

KENAI, AK

Past

November 6, 1991 - April 3, 2000

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

November 7, 1989 - October 28, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

July 25, 1989 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Past

July 18, 1986 - August 3, 1989

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 24, 1986 - July 15, 1986

LYNOTT SECURITIES, INC.

CRD#: 10040

Past

October 16, 1984 - November 5, 1985

CAPITAL CONSULTANTS, INC.

CRD#: 10725

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEMARS FINANCIAL GROUP LLC

CRD#: 116257 / SEC#: 801-112885

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Alaska

Registered Investment Advisory firm - (4/30/2018 Terminated)

Arizona

Registered Investment Advisory firm - (4/27/2018 Terminated)

Idaho

Registered Investment Advisory firm - (4/27/2018 Terminated)

Oregon

Registered Investment Advisory firm - (5/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/27/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/27/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/4/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/6/1987

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 10/6/1984

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/11/2000

Investment Company Products/Variable Contracts Principal Examination

Current Firm

DEMARS FINANCIAL GROUP LLC

CRD#: 116257 / SEC#: 801-112885

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Alaska

Registered Investment Advisory firm - (4/30/2018 Terminated)

Arizona

Registered Investment Advisory firm - (4/27/2018 Terminated)

Idaho

Registered Investment Advisory firm - (4/27/2018 Terminated)

Oregon

Registered Investment Advisory firm - (5/25/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/27/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/27/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/4/2018 Terminated)

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Contact information

Main Address

420 N Evergreen Ste 300, Spokane Valley, WA 99216

Mailing Address

Phone number

(509) 536-9556

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEMARS FINANCIAL GROUP LLC FORM ADV PART 2A AND 2B (6/28/2025)

Regulatory assets under management

Total Number of Accounts	461
AUM (Assets Under Management)	$ 291,269,164

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Parley P. Giles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DEMARS FINANCIAL GROUP LLC

CROWN CAPITAL SECURITIES, L.P.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

VALUE EQUITIES CORPORATION

SENTRA SECURITIES CORPORATION

LYNOTT SECURITIES, INC.

CAPITAL CONSULTANTS, INC.

Primary Firm SEC Registration

DEMARS FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/1999

Series 63

Date: 9/14/1982

SIE

Date: 12/31/2017

Series 6

Date: 6/6/1987

Series 22

Date: 10/6/1984

Series 26

Date: 5/11/2000

Current Firm

DEMARS FINANCIAL GROUP LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEMARS FINANCIAL GROUP LLC

TRUST BUT VERIFY

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