Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Melville Parks is a financial advisor with over 30 years of experience in the industry. David is a registered representative of Keel Point, LLC and has been with the firm since 2006. David is also a managing member of Keel Point Advisors, LLC, a registered investment advisor, and Keel Point Insurance Advisors, LLC, an insurance agency. David provides a variety of financial services, including financial planning, portfolio management, and consulting services to third-party RIAs. David holds a Series 7, 63, 24, 65, 99TO, and 79TO license.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
03/05/2015 - Present
Keel Point, LLC (VIENNA VA)
VA
06/24/2009 - 03/04/2015
WFG INVESTMENTS, INC. (VIENNA VA)
VA
08/05/2014 - 12/31/2014
KEEL POINT INVESTMENTS, LLC (VIENNA VA)
VA
04/03/2006 - 06/29/2009
AMERICAN SECURITIES GROUP, INC. (VIENNA VA)
VA
01/03/2001 - 03/31/2006
PRIVATE CONSULTING GROUP, INC. (ARLINGTON VA)
TX
07/10/2000 - 01/10/2001
NFP SECURITIES, INC. (AUSTIN TX)
OR
11/30/1998 - 07/10/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
VA
09/18/1989 - 11/30/1998
MASON SECURITIES, INC. (RESTON VA)
IA
Issued 05/23/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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