Unclaimed Profile

David Melville Parks

KEEL POINT, LLC·HUNTSVILLE, Alabama

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record26 years registeredKEEL POINT, LLC

100 CHURCH STREET, HUNTSVILLE, AL 35801CRD# 1963068Firm CRD# 127902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Melville Parks · HUNTSVILLE, AL

Registration

CRD #1963068 · KEEL POINT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

KEEL POINT, LLC

Mar 2015 – present

KEEL POINT ADVISORS, LLC

Mar 2006 – Mar 2015

VIENNA, VA

PRIVATE CONSULTING GROUP, INC.

Aug 1999 – Mar 2006

ARLINGTON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · August 31, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEEL POINT, LLC

CRD 127902 · SEC 801-62249

AUM

$2.9B

Regulatory assets under management

Employees

5,548 client accounts

Services offered by KEEL POINT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at KEEL POINT, LLC →

Introduction

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Frequently Asked Questions

What services does David Melville Parks offer?

David Melville Parks specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are David Melville Parks's credentials?

David Melville Parks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Melville Parks located?

David Melville Parks is based in HUNTSVILLE, Alabama, working with KEEL POINT, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.

How does David Melville Parks charge for services?

David Melville Parks's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEEL POINT, LLC?

KEEL POINT, LLC has approximately 83 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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