James Park

Financial Representative, Principal Securities Registered Representative, Financial Advisor


James has been in the financial services industry since 2018, helping people understand the importance of investing. Conversations with clients include a detailed conversation about strategies so they can fully participate in their financial futures and accomplish their financial goals. James enjoys teaching and explaining the process to people. He has a knack for finding a way to explain concepts in terms people can relate to. James strives to help people attain their investment goals. Plans will be defined together.


James has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, and Health Licenses.


James and his wife of 25 years have two adult children and two rescue dogs. In his free time, James likes to play board games, work with wood, scuba dive, read, volunteer, and target shoot. He has an interest in history and genealogy.


Phone 682-297-3497
Fax 1-800-518-6156