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Heather Paige Parks is an Investment Advisor Representative at Cain, Watters & Associates, LLC. Heather is a Series 65 licensed professional and has been in the industry for over 9 years. Her experience includes roles at KPMG, LLP and Texas Tech University. Heather is passionate about providing personalized financial advice and helping clients reach their financial goals.
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.
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TX
12/19/2023 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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