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Cole Gilliam Parks

PARKS' SOUTHWESTERN ENTERPRISES, LLC·STEPHENVILLE, Texas
Clean recordPARKS' SOUTHWESTERN ENTERPRISES, LLC
105 EAST ROAD, STEPHENVILLE, TX 76401CRD# 4941163Firm CRD# 282950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Gilliam Parks · STEPHENVILLE, TX
Registration
CRD #4941163 · PARKS' SOUTHWESTERN ENTERPRISES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cole Gilliam Parks is a registered financial advisor based in STEPHENVILLE, Texas, affiliated with PARKS' SOUTHWESTERN ENTERPRISES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARKS' SOUTHWESTERN ENTERPRISES, LLC
SOUTHWESTERN ADVISORY GROUP
AUM
$40M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PARKS' SOUTHWESTERN ENTERPRISES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4941163
Firm CRD# 282950
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cole Gilliam Parks offer?
Cole Gilliam Parks specializes in Financial Planning, Investment Management. Contact their office in STEPHENVILLE, Texas for a consultation.
What are Cole Gilliam Parks's credentials?
Cole Gilliam Parks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Gilliam Parks located?
Cole Gilliam Parks is based in STEPHENVILLE, Texas, working with PARKS' SOUTHWESTERN ENTERPRISES, LLC. Their office serves clients in the STEPHENVILLE metropolitan area and surrounding communities.
How does Cole Gilliam Parks charge for services?
Cole Gilliam Parks's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKS' SOUTHWESTERN ENTERPRISES, LLC?
PARKS' SOUTHWESTERN ENTERPRISES, LLC has approximately 3 employees and manages $40M 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 Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
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Research
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