Advisor at Parks Investment Management, LLC
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
Parks Investment Management, LLC
Location
Bristol, VA 24201
Credentials
CFP®, Series 65
Industry experience
24 years
George Parks is a CFP® and holds a Series 65 license with 24 years of industry experience. He is the principal of Parks Investment Management, LLC, which he founded in 2022 after 21 years at American Values Investment, Inc. Since 2001, he has also been a passive minority owner of American Values Investment, a firm that provides model investment strategies to other advisors. Parks Investment Management, LLC offers discretionary investment management and financial consulting to individuals, high-net-worth clients, trustees, and other advisory firms. The firm uses a values-inclusive investment process focused on companies aligned with traditional American values and employs fundamental analysis and strategic asset allocation to build diversified portfolios.
Based on Parks Investment Management, LLC
Financial consulting fees up to $50,000 annually, prorated and payable monthly
Up to $200 per hour for certain consulting projects
Account minimum: $25,000 Minimum fee: $250 minimum annual account fee (may be waived or reduced at firm's discretion) Fee-only: Fees are individually negotiated up to 1.00% annually of assets under management
230 Piedmont Ave, Suite 201
Bristol, VA 24201
Virginia
Parks Investment Management, LLC
2022 - Present (4 years)
American Values Investment, Inc.
2001 - 2022 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Bristol, TN
Crandell Financial Planning, LLC
CFP®, Series 63, Series 65
Bristol, VA
American Values Investments, Inc.
Series 63, Series 65
Abingdon, VA
Southland Equity Partners, LLC.
Series 66
Abingdon, VA
Concord Wealth Partners
CFP®, Series 65
Abingdon, VA
Concord Wealth Partners
Series 66
Abingdon, VA
Concord Wealth Partners
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")