George K. Parks

PARKS INVESTMENT MANAGEMENT

Bristol, VA 24201

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CRD#: 4472816

Professional summary

George King Parks, CFP® is a registered financial advisor currently at PARKS INVESTMENT MANAGEMENT, LLC located in Bristol, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. George has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view George King Parks's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Current

January 3, 2023 - Present

PARKS INVESTMENT MANAGEMENT, LLC

Office #1: 230 Piedmont Ave Suite 201, Bristol, VA 24201

RIA

CRD#: 323600

Bristol, VA

Past

June 14, 2001 - December 22, 2022

AMERICAN VALUES INVESTMENTS, INC.

RIA

CRD#: 117116

BRISTOL, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(1/3/2023)

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: 4/25/2001

Uniform Investment Adviser Law Examination

Current Firm

PARKS INVESTMENT MANAGEMENT, LLC

CRD#: 323600 / SEC#:

Virginia

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

230 Piedmont Ave Suite 201, Bristol, VA 24201

Mailing Address

Phone number

(276) 608-9622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 12,303,451

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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George K. Parks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George King Parks's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARKS INVESTMENT MANAGEMENT, LLC

AMERICAN VALUES INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2001

Current Firm

PARKS INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARKS INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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