Parks Wingo Avery

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2011 → Present
  Avery And Pope Wealth Management
  Newnan, GA

Previous Registrations

• 2005-09-02 → 2011-04-04
  Lpl Financial Llc
  Newnan, GA
  Newnan, GA

Other Businesses

1. Managing Member and Co-Owner, PAKP, LLC doing business as 'Avery and Pope Wealth Management', a private entity est. to facilitate securities, advisory, and insurance business; As of 02/15/11; Greater than 95% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Avery and Pope Wealth Management'; As of 04/01/11; 0% time spent during regular business hours; Conducted at branch; Investment related. 3. Co-Owner, LaGrange Street Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate in Newnan, GA, as of 08/12/2021; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-31
• S63 Uniform Securities Agent State Law Examination
  2003-10-09

Designations

• Certified Financial Planner