James T. Parks,  CFP<sup>&reg;</sup> - Financial Advisor

James T. Parks, CFP®

AIF

President and Wealth Advisor

LPL Financial

148 Prospect St
Ridgewood, NJ 07450-4426
FINANCIAL ADVISOR'S WEBSITE
(201) 689-2020 CONNECT WITH James
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General

James Parks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Ridgewood, NJ and the surrounding communities.

Financial Advisor Overview

Parks Wealth Management illustrates what can be done today to pursue your financial dreams of tomorrow by designing strategies that seek growth and preservation of wealth. Click on the following link for a brief video describing our Wealth Management Solution financial planning tool for clients. http://mediahub.financialpicture.com/view/3983/1532

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Financial Advisor Experience

I've had the opportunity to assist clients with their wealth planning for the past 24 years. It is a pleasure in some cases to work with 4 generations of a family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources