Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Parks is a Certified Financial Planner® and has been in the financial services industry for over 7 years. Amy Parks currently works for The Mather Group, LLC and has been with this firm since January 2019. Amy Parks previously worked for DFA Securities LLC in Austin, TX, and is licensed in the state of Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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2
IL
02/06/2019 - Present
THE Mather Group, LLC (CHICAGO IL)
TX
11/02/2011 - 08/28/2018
DFA SECURITIES LLC (AUSTIN TX)
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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