SP
CFP
SP
CFP

Sheryl Diane Parks

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
914 clients
Average Client Portfolio
$649K average
Assets Under Management
$593.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

225 Schilling Circle, Suite 295, Hunt Valley, MD, 21030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sheryl is a registered investment advisor representative at The Marshall Financial Group, LLC, dedicating nearly full-time hours to client meetings and investment recommendations. She also works as an Associate Professor at the Community College of Baltimore County and sells fixed life insurance, dedicating minimal time to each, and volunteers at monthly divorce workshops.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - Present · 5 yrs 6 mos
The Marshall Financial Group LLC
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Ssn Advisory, INC.
March 2018 - August 2020 · 2 yrs 5 mos
Securities Service Network, LLCBroker
June 2015 - August 2020 · 5 yrs 2 mos
Signator Investors, INC.Broker
July 2001 - June 2003 · 1 yr 11 mos
Signator Investors, INC.Broker
February 1998 - March 2001 · 3 yrs 1 mo
MML Investors Services, INC.Broker
March 1996 - December 1997 · 1 yr 9 mos
G. R. Phelps & CO., INC.Broker
January 1985 - March 1996 · 11 yrs 2 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1984 - December 1984 · 6 mos
Investment Management & Research, INCBroker
January 1984 - July 1984 · 6 mos
State Registrations9 states
CTDEFLGAMDNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.