MP
Matthew C. Parks
SEVEN SPRINGS WEALTH GROUP
Brentwood, TN 37027-4536
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CRD#: 7201764
MP
Professional summary
Matthew Clay Parks, who also goes by Matt Parks, Matthew Clay Parks, is a registered financial advisor currently at SEVEN SPRINGS WEALTH GROUP located in Brentwood, Tennessee.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Parks | Matthew Clay 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.
Name of other business: Mullins Clemmons & Mayes, PLLC, Investment related: No, Address of other business: 340 Seven Springs Way, Brentwood, TN 37027, Nature of other business: CPA firm, Position, Title, or relationship: Tax advisor/independent contractor Start date of relationship: August 2022, Approximate hours/month devoted to other business: 5 hours, Number of hours devoted to other business during securities trading hours: effectively none, most all work is done outside of normal trading hours, Duties related to other business: Maintain relationship with tax clients, provide tax advice, review of tax return after it is prepped.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Clay 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®
NoneExperience
Current
August 11, 2022 - Present
SEVEN SPRINGS WEALTH GROUP
Office #1: 340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536RIA
CRD#: 127411
Brentwood, TN
Past
December 10, 2019 - August 16, 2022
DEAN DORTON WEALTH MANAGEMENT, LLC
RIA
CRD#: 297616
LEXINGTON, KY
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".
SS
SEVEN SPRINGS WEALTH GROUP
SAILER FINANCIAL, INC. | SEVEN SPRINGS WEALTH GROUP, LLC | SEVEN SPRINGS WEALTH GROUP | SAILER FINANCIAL, LLC
CRD#: 127411 / SEC#: 801-64641
RIA
Registered Investment Advisory firm - (9/2/2005 Approved)Tennessee
Registered Investment Advisory firm - (12/21/2005 Terminated)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
Tennessee(8/11/2022)
Current Firm
SS
SEVEN SPRINGS WEALTH GROUP
SAILER FINANCIAL, INC. | SEVEN SPRINGS WEALTH GROUP, LLC | SEVEN SPRINGS WEALTH GROUP | SAILER FINANCIAL, LLC
CRD#: 127411 / SEC#: 801-64641
RIA
Registered Investment Advisory firm - (9/2/2005 Approved)Tennessee
Registered Investment Advisory firm - (12/21/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536
Mailing Address
Phone number
(615) 370-1253
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,534 |
| AUM (Assets Under Management) | $ 1,206,364,435 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
