Hugh Parks has been an investment adviser representative at Envision Financial Planning since June 2022, and is not listed among the firm’s executive officers or direct owners. Hugh Parks holds a Bachelor's degree in business administration from the University of Mississippi.
Envision Financial Planning, LLC is a Memphis, TN firm with $462M under management, 276 clients and 4 advisers in one office, as of its March 2026 filing.
Hugh Parks is with Envision Financial Planning and has more than 40 years in the financial services industry. From 1985 to 2013 he provided financial planning services through his firm, Lifetime Planning, Inc., and his practice merged with Stacey Hyde's in 2014. Earlier, from 1982 through 1984, he was a financial planning consultant for the Memphis office of Ernst & Young and a financial planner at Morgan Keegan & Company, Inc.
Hugh Parks’ longest registration was 10 years at Lifetime Planning, Inc. (2004–2014). Before joining Envision Financial Planning in 2022, Hugh Parks was registered through Commonwealth Financial Network and The Jenkins Advisory, LLC.
- – present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 321790
- Commonwealth Financial Network– · 7 yearsMemphis, TN · Adviser representative · Firm CRD 8032
- The Jenkins Advisory, LLC– · under a yearMemphis, TN · Adviser representative · Firm CRD 107874
- Lifetime Planning, Inc.– · 10 yearsMemphis, TN · Adviser representative · Firm CRD 124253
Professional designations
Listed by Envision Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Hugh Parks is registered as an investment adviser representative in 2 states. Each was approved in June 2022.
- TennesseeSince 28 June 2022
- TexasSince 24 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 1984 |
| Series 7 | General Securities Representative Examination | 11 April 1981 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Hugh Harold Parks
- CRD
- 728119
- Firm
- Envision Financial Planning · CRD 321790
- Office
- 5100 POPLAR AVENUE,, SUITE 2428, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- envisionfptn.com
Where does Hugh Parks work?
Hugh Parks is an investment adviser representative registered through Envision Financial Planning, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Hugh Parks a financial advisor?
Yes. Hugh Parks has a current investment-adviser registration in Tennessee and Texas, through Envision Financial Planning since June 2022.
How many years of experience does Hugh Parks have?
Hugh Parks has 22 years in the financial industry, since March 2004, across 4 adviser firms.
What exams has Hugh Parks passed?
Hugh Parks has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1981.
Where did Hugh Parks work before Envision Financial Planning?
Before Envision Financial Planning, Hugh Parks was registered through The Jenkins Advisory, LLC, December 2007 to December 2008; Lifetime Planning, Inc., March 2004 to December 2014.
Where is Hugh Parks based?
Hugh Parks’ registered office is in Memphis, TN.
Is Hugh Parks registered with FINRA?
No. Hugh Parks has no current broker registration.
Is Hugh Parks a CFP?
Envision Financial Planning lists Hugh Parks with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Hugh Parks’ record?
Search CRD 728119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hugh Parks’ full registration record.