David Parks is a registered investment advisor, based in Vienna, VA, with 36 years of industry experience.
Location
8065 Leesburg Pike, Suite 300, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the CEO and managing member of Keel Point, LLC (a holding company) and Keel Point Advisors, LLC (an SEC registered investment advisor), dedicating nearly full-time hours to these roles. He is also a managing member of Keel Point Insurance Advisors, LLC and Capital View Consulting, LLC, spending minimal time on each.
Employment History
Current Registrations
Keel Point, LLC
Keel Point Capital, LLCBroker
Previous Registrations
Keel Point Investments, LLCBroker
Wfg Investments, INC.Broker
American Securities Group, INC.Broker
Keel Point Advisors, LLC
Private Consulting Group, INC.Broker
NFP Securities, INC.Broker
Private Consulting Group, INC.
Private Consulting Group, INC.Broker
Mason Securities, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.