Charles Parks
Advisor at C F Parks Inc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
C F Parks Inc
Location
Salisbury, NC 28144
Credentials
Series 63, Series 65, Series 66
Industry experience
42 years
About
Charles Parks is a financial advisor with C F Parks Inc in Salisbury, NC, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for 30 years and has been involved with C F Parks Inc since 1988. Parks is also president of Parks Financial Services, Inc., an accounting and tax services firm. C F Parks Inc serves individuals, families, trusts, estates, and small businesses, managing approximately $85.7 million for about 192 clients. The firm uses proprietary model portfolios tailored to client goals and risk tolerances, focusing on equities, ETFs, and select mutual funds, and provides discretionary investment management alongside financial planning and affiliated accounting services.
Expertise
Based on C F Parks Inc
Income planning
General tax planning
Retirement income strategy
Retirement withdrawal strategies
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.85% $500,001 - $750,000: 1.60% $750,001 - $1,000,000: 1.45% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.10% $5,000,001 - $7,500,000: 1.00% $7,500,001 - $10,000,000: 0.85% $10,000,001 - $15,000,000: 0.75% $15,000,001 - $25,000,000: 0.65% $25,000,001+: 0.50%
Account minimum: $20,000 Fee-only: Fixed fees from $400 to $24,000 annually based on approximate net worth; paid quarterly in arrears
Location
322 E. Council Street, Suite 1 A
Salisbury, NC 28144
Most active in
Charles P has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina · Texas
Work history
Parks Financial Services, Inc.
2006 - Present (20 years)
Parks Property Management, LLC
2004 - Present (22 years)
Commonwealth Equity Services, Inc.
1993 - 2023 (30 years)
CF Parks Inc.
1988 - Present (38 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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