JP
Joseph Parks
from Sage, Rutty & Co., Inc.
Joseph Parks is a financial advisor based in New York, Rochester,
with 2 years of experience. Joseph currently works for
Sage, Rutty & Co., Inc..
Joseph maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Parks works at Sage, Rutty & Co., Inc.
Sage, Rutty & Co., Inc. is a financial advisor based in Rochester, New York. It currently has around $752,509,455 of assets under management and employs approximately 25 people. The main advice areas covered by Sage, Rutty & Co., Inc. are: financial planning services, portfolio management for individuals and/or small businesses, selection of other advisers, publication of periodicals or newsletters and educational seminars/workshops. Sage, Rutty & Co., Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 Corporate Woods, Suite 300, Rochester, New York, 14623