George Parks is a CFP-designated registered investment advisor at Parks Investment Management, LLC, based in Bristol, VA, with 25 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 11 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are individually negotiated up to a maximum of 1.00% annually. Subject to a $250 minimum annual account fee.
Fee Estimator
Location
230 Piedmont Ave, Suite 201, Bristol, VA, 24201
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Regulatory History
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.
Learn about disclosures →Other Business Activities
George is a minority, passive owner of American Values Investments, Inc. (AVI), a registered investment advisory firm, since 2001. As an owner, George receives income from AVI if there are profits to be distributed.
Employment History
Current Registrations
Parks Investment Management, LLC
Previous Registrations
American Values Investments, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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