Lee Karen Parks
Investment adviser representative at Osaic Institutions, Inc.
18 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Institutions, Inc.Feb 2012 to now
- Infinex Investments, Inc.Sep 2011 to now
- Hometown Bank of CorbinNov 2008 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (KY).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5618879
- Firm CRD
- 35371