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Cole P

Series 66

Stephenville, TX

Southwestern Advisory Group LLC

Cole Parks is a financial advisor at Southwestern Advisory Group LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments. Parks serves on the board of the Stephenville Economic Development Foundation and the Stephenville Independent School District, and is a member of the Texas Association of School Boards Legislative Advisory Council as well as the Ancient Free & Accepted Masons. Southwestern Advisory Group LLC provides advisory services to individuals, trustees, small businesses, non-profits, corporations, and retirement plans. The firm offers a proprietary Consulting, Advice, Leadership, and Coaching (CALC) program, portfolio management, and access to separately managed accounts, combining fundamental and technical analysis with a range of investment techniques including options and derivatives where appropriate.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments Real estate investing Founder/Business Owner Executive
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