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Phillip D Hanks

PARABLA, LLC·OAK RIDGE, North Carolina
SIE, Series 7, Series 66Clean record11 years registeredPARABLA, LLC
8004 LINVILLE RD., OAK RIDGE, NC 27310CRD# 6515594Firm CRD# 323978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip D Hanks · OAK RIDGE, NC
Registration
CRD #6515594 · PARABLA, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

PARABLA, LLC
Mar 2024 – present
PARABLA, LLC
Jul 2023 – Jan 2024
OAK RIDGE, NC
BLACK OAK WEALTH MANAGEMENT, INC.
May 2016 – Dec 2022
OAK RIDGE, NC
INVESTMENT ADVISORS CORP
Jul 2015 – Apr 2016
OAK RIDGE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 20, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARABLA, LLC
CRD 323978 · SEC 801-127129
AUM
$18M
Regulatory assets under management
Employees
1
110 client accounts
Services offered by PARABLA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARABLA, LLC →
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05

Frequently Asked Questions

What services does Phillip D Hanks offer?
Phillip D Hanks specializes in Financial Planning, Investment Management. Contact their office in OAK RIDGE, North Carolina for a consultation.
What are Phillip D Hanks's credentials?
Phillip D Hanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip D Hanks located?
Phillip D Hanks is based in OAK RIDGE, North Carolina, working with PARABLA, LLC. Their office serves clients in the OAK RIDGE metropolitan area and surrounding communities.
How does Phillip D Hanks charge for services?
Phillip D Hanks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARABLA, LLC?
PARABLA, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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