Daniel Parks
Investment adviser representative at Private Advisor Group, LLC
13 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther
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
13 years in the industry.
- Private Advisor Group, LLCJul 2026 to now
- LPL Financial LLCOct 2025 to now
- UnemploymentMay 2025 to Oct 2025
- Cummings Wealth ManagementJan 2025 to May 2025
- Parks Wealth ManagementMay 2023 to Jan 2025
- Tactical MoversJan 2023 to Jan 2025
- College of CharlestonAug 2021 to May 2025
- Tuxedo Country ClubJun 2020 to Jul 2023
- Indian Trail ClubJun 2019 to Jun 2020
- Campgaw MountainNov 2018 to Feb 2021
- Don Bosco PrepSep 2017 to Jun 2021
- High Mountain SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 8032705
- Firm CRD
- 155216