Michael Parks
Michael Parks is a registered investment advisor at Kickpoint Financial, LLC, based in Memphis, TN, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KickPoint Financial's wealth management fees range from 1.00% to 2.00% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, based on the market value of assets under management at the end of the prior month. The fees include securities transaction costs.
Location
353 Buena Vista Pl, Memphis, TN, 38112
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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 ActivitiesSells Insurance
Michael is involved in insurance sales, which is not investment-related. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Kickpoint Financial, LLC
Previous Registrations
State Farm Vp Management CORP.Broker
Cantor Fitzgerald & CO.Broker
Icba SecuritiesBroker
Vining SparksBroker
Morgan Keegan & Company, INC.Broker
Ftn Financial Securities CORPBroker
State Registrations2 states
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.