Christopher
Parks
Polaris Wealth Advisory Group
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About this Advisor
Christopher Parks is a certified financial planner who works out of Chicago, Illinois with 4 years of industry experience. Parks works at Polaris Wealth Advisory Group. Over the course of their career, Parks has held roles at Miami University, The Jordan Company, Fidelity Investments, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Polaris Greystone Financial Group, LLC. Parks holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Kansas, Louisiana, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Texas, Virginia, Washington, Wisconsin and Wyoming. Polaris Wealth Advisory Group is a registered investment business operating out of San Rafael, CA. The company has offices in seven locations and a total of 36 people on staff. It handles $2 billion in assets among its 4,317 client accounts, making it one of the biggest firms in the country by assets under management. Of its 4,317 client accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Polaris Wealth Advisory Group has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on which services are provided. However, fee types charged by Polaris Wealth Advisory Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Polaris Wealth Advisory Group Brokerage Details
$1,508,968,850
36
4,317
$349,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Parks Work History
Christopher has been registered as a financial advisor for 4 years.*
Polaris Greystone Financial Group, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Fidelity Investments
Miami University
The Jordan Company
Miami University
Miami University
*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 Christopher Parks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Polaris Wealth Advisory Group
San Rafael, CA
Houston, TX
Chicago, IL
Troy, MI
San Rafael, CA
Costa Mesa, CA
Troy, MI
Costa Mesa, CA
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.