Dawn
Parks

1St Global Advisors Inc

CRD#2758734
Investment Advisor
in Dallas, TX
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About this Advisor

Dawn Parks is a certified financial planner based in Dallas, Texas. Currently an advisor with 1St Global Advisors Inc, Parks has 14 years of experience as an investment advisor. Parks holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Parks can serve clients based out of Texas. Throughout their career, Parks has worked at 1St Global Capital Corp, 1St Global Insurance Services, 1St Global Advisors, Inc, Lpl Financial LLC, Stratos Wealth Partners, Lincoln Financial Securities, Rushton & Company, LLC and 1St Global Insurance Services, Inc. 1St Global Advisors Inc is headquartered in Dallas, Texas, and operates out of 436 additional brick-and-mortar locations throughout the country. As a registered advisory firm, 1St Global Advisors Inc oversees $10 billion in assets throughout 28,955 accounts and retains more than 1,049 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 24,397 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. 1St Global Advisors Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

12750 Merit Drive Suite 1200
Dallas, TX 75251

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dawn Parks Work History

Dawn has 14 years of experience.

2015 - Present (4 years)

1St Global Capital Corp

2015 - Present (4 years)

1St Global Advisors, Inc

2015 - Present (4 years)

Rushton & Company, LLC

2015 - Present (4 years)

1St Global Insurance Services, Inc

2014 - 2015 (1 years)

Lincoln Financial Securities

2013 - 2014 (1 years)

Stratos Wealth Partners

2012 - 2014 (2 years)

Lpl Financial LLC

2007 - 2012 (5 years)

1St Global Advisors, Inc

2005 - 2012 (7 years)

1St Global Insurance Services

2004 - 2012 (8 years)

1St Global Capital Corp

Disclosures

Dawn Parks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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