Parks
Avery
Commonwealth Financial Network
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About this Advisor
Parks Avery is a certified financial planner based out of Newnan, Georgia who has 12 years of industry experience. Avery is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Avery And Pope Wealth Management. Avery maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in Georgia. Commonwealth Financial Network is a registered investment company operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It has $146 billion in assets between its 585,629 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. Commonwealth Financial Network performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually are based on which services are offered. Fees charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Parks Avery Work History
Parks has been registered as a financial advisor for 12 years.*
Commonwealth Financial Network
Avery And Pope Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Parks Avery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
