Advisor at Southwestern Advisory Group LLC
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Firm
Southwestern Advisory Group LLC
Location
Stephenville, TX 76401
Credentials
Series 66
Industry experience
17 years
Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Southwestern Advisory Group since 2016, previously spending three years at Purshe Kaplan Sterling Investments. Outside of his advisory role, Parks serves on the board of the Stephenville Economic Development Foundation, participates in the Texas Association of School Boards Legislative Advisory Council, and is a member of the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC serves individuals, trustees, small businesses, non-profits, corporations, and retirement plans with a range of advisory services, including a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program and portfolio management. The firm’s investment approach combines fundamental and technical analysis and may utilize various trading techniques, including options and derivatives, tailored to each client’s financial goals.
Based on Southwestern Advisory Group LLC
Based on Southwestern Advisory Group LLC
Hourly rates for Advisors: $125-$1,500; Analysts/Specialists: $100-$500; Administrative: $35-$175
Quarterly service retainer for Consulting, Advice, Leadership, and Coaching services (amount not specifically stated)
Minimum fee: Minimum engagement fee of $1,500 for Consulting, Advice, Leadership, and Coaching services Fee-only: Hourly fees for Consulting, Advice, Leadership, and Coaching services ranging from $35 to $1,500 per hour depending on staff role
105 East Road
Stephenville, TX 76401
Louisiana · Texas
Southwestern Advisory Group
2016 - Present (10 years)
Purshe Kaplan Sterling Investments
2016 - 2019 (3 years)
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Is active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
Stephenville, TX
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