Dawn Eisele Parks
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJun 2026 to now
- Sdf Tax Services LLCAug 2025 to now
- Sunny Day Investment Properties LLCMay 2025 to now
- Cetera Investment Advisers LLCSep 2025 to Jun 2026
- Cetera Wealth Services, LLCSep 2025 to Jun 2026
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2020 to Sep 2025
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Wealthcare Financial Group LLCSep 2018 to Nov 2023
- Avantax Insurance Services, Inc.Aug 2015 to Sep 2025
- 1st Global Advisors, IncAug 2015 to Oct 2019
- 1st Global Capital CorpAug 2015 to Oct 2019
- Rushton & Company, LLCAug 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2758734
- Firm CRD
- 6413