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Micah Robert anthony Parks

Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCJan 2026 to now
  2. TIAAJan 2026 to now
  3. DoordashJul 2025 to Dec 2025
  4. Vanguard Advisers, Inc.Jun 2022 to Jul 2025
  5. Vanguard Marketing CorporationJun 2022 to Jul 2025
  6. UnemployedMar 2022 to Jun 2022
  7. Self-employedOct 2021 to Mar 2022
  8. Mazda of South CharlotteMar 2021 to Oct 2021
  9. Escape Pool CleaningJun 2020 to Mar 2021
  10. AutobellJan 2020 to Oct 2020
  11. FastenalFeb 2018 to Aug 2019
  12. Buffalo Wild WingsJun 2017 to Sep 2017
  13. University of North Carolina At CharlotteAug 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NC).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
7563922
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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