Hugh H. Parks

ENVISION FINANCIAL PLANNING

Memphis, TN 38137

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CRD#: 728119

Professional summary

Hugh Harold Parks, CFP® is a registered financial advisor currently at ENVISION FINANCIAL PLANNING, LLC located in Memphis, Tennessee.

Hugh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Hugh has worked at 9 firms and has passed the Series 63 and Series 7 exams.

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.

Marlyn LLC - Owner and Manager of LLC. 1 of 4 managers of a family owned partnership. Only holding is land which has timber rights and operates a hunting club

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hugh Harold Parks's CRS (Customer Relationship Summary).

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

Start date: 1984

Experience

Current

June 24, 2022 - Present

ENVISION FINANCIAL PLANNING, LLC

Office #1: 5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

RIA

CRD#: 321790

Memphis, TN

Past

August 4, 2014 - July 1, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Memphis, TN

Past

December 21, 2007 - December 12, 2008

THE JENKINS ADVISORY, LLC

RIA

CRD#: 107874

MEMPHIS, TN

Past

March 29, 2004 - December 9, 2014

LIFETIME PLANNING, INC.

RIA

CRD#: 124253

MEMPHIS, TN

Past

January 25, 1988 - September 26, 1989

PROGRESSIVE CAPITAL SECURITIES CORPORATION

CRD#: 14946

Past

March 11, 1987 - April 2, 1987

METROPOLITAN FINANCIAL CORPORATION

CRD#: 13503

Past

May 6, 1985 - March 17, 1987

PROGRESSIVE CAPITAL SECURITIES CORPORATION

CRD#: 14946

Past

January 26, 1983 - December 7, 1984

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

Past

October 25, 1982 - February 10, 1983

FSC SECURITIES CORPORATION

CRD#: 7461

Past

April 13, 1981 - October 12, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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
(6/28/2022)

IAR

Texas
(6/24/2022)

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

Series 63

Date: 1/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/1981

General Securities Representative Examination

Current Firm

ENVISION FINANCIAL PLANNING, LLC

CRD#: 321790 / SEC#: 801-125874

RIA

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137

Mailing Address

Phone number

(901) 422-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ENVISION FINANCIAL PLANNING FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	986
AUM (Assets Under Management)	$ 390,967,161

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

Hugh H. Parks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hugh Harold Parks's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

THE JENKINS ADVISORY, LLC

LIFETIME PLANNING, INC.

PROGRESSIVE CAPITAL SECURITIES CORPORATION

METROPOLITAN FINANCIAL CORPORATION

PROGRESSIVE CAPITAL SECURITIES CORPORATION

MORGAN KEEGAN & COMPANY, LLC

FSC SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ENVISION FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/1984

Series 7

Date: 4/11/1981

Current Firm

ENVISION FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVISION FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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