Unclaimed Profile

Mark David Parker

CAPITAL ASSET ADVISORY SERVICES, LLC.·HASLETT, Michigan

SIE, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredCAPITAL ASSET ADVISORY SERVICES, LLC.

15744 PEACOCK ROAD, HASLETT, MI 48840CRD# 2883952Firm CRD# 110929

Profile Verification

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

Identity

Mark David Parker · HASLETT, MI

Registration

CRD #2883952 · CAPITAL ASSET ADVISORY SERVICES, LLC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL ASSET ADVISORY SERVICES, LLC.

CG ADVISORY SERVICES

Oct 2010 – Apr 2024

MIDLAND, MI

INVEST FINANCIAL CORPORATION

Oct 2010 – Feb 2011

MIDLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 12, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ASSET ADVISORY SERVICES, LLC.

CRD 110929 · SEC 801-67082

AUM

$3.2B

Regulatory assets under management

Employees

130

17,241 client accounts

Services offered by CAPITAL ASSET ADVISORY SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Mark David Parker offer?

Mark David Parker specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark David Parker's credentials?

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

Where is Mark David Parker located?

Mark David Parker is based in HASLETT, Michigan, last registered with CAPITAL ASSET ADVISORY SERVICES, LLC..

How does Mark David Parker charge for services?

Mark David Parker's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?

CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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