DealsJul 29, 2026, 08:56 AM

LPL Financial Welcomes Dawn Parks, $150M in Assets

AI Summary

LPL Financial LLC announced that financial advisor Dawn Parks, CFP®, CLU®, Enrolled Agent, of Sunny Day Financial has joined its broker-dealer and Registered Investment Advisor (RIA) platforms. Parks reported serving approximately $150 million in advisory, brokerage and retirement plan assets and joins LPL from Cetera Wealth Services. Based in the Dallas and Fort Worth area, Sunny Day Financial is a woman-owned practice led by Parks, who cited LPL's scale, streamlined experience, and self-clearing platform as key reasons for the move.

Key Highlights

Financial advisor Dawn Parks, CFP®, CLU®, Enrolled Agent, joined LPL Financial.
Her practice, Sunny Day Financial, reported serving approximately $150 million in advisory, brokerage and retirement plan assets.
Parks joins LPL from Cetera Wealth Services.
Sunny Day Financial is based in the Dallas and Fort Worth, Texas area.
Parks chose LPL for its scale, streamlined experience, and self-clearing platform.

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LPLA

Investment Bankers/Brokers/Service

LPL Financial Holdings Inc.

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