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MP

Michael Parks

ANNAPOLIS, MD
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CRD#: 5124864
MP

Professional summary


Michael Parks, CFP®, who also goes by Michael G Parks, Michael Gorman Parks, was a registered financial advisor .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael had worked at 6 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael G Parks | Michael Gorman Parks

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®
CFP®

Experience


Current

September 10, 2025 - Present

ANNAPOLIS, MD
Past

January 31, 2022 - September 10, 2025

EDWARD JONES

RIA
CRD#: 250
ANNAPOLIS, MD
Past

January 31, 2022 - September 10, 2025

EDWARD JONES

BD
CRD#: 250
ANNAPOLIS, MD
Past

July 13, 2018 - January 14, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

May 30, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ANNAPOLIS, MD
Past

July 8, 2015 - January 7, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ANNAPOLIS, MD
Past

July 13, 2006 - September 4, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COLUMBIA, MD
Past

June 21, 2006 - September 4, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COLUMBIA, MD

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
Maryland
(9/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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.

Company Information


No current employment

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Contact information


(xxx) xxx-xxxx

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