Mark Parrish (CRD# 2705668) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Baxter, MN and has over 28 years of experience in the finance industry. Mark Parrish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4522588
Wells Fargo Advisors
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
CRD# 5487548
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Enhancement Brokerage Services, LLC | Wayzata, MN | Feb 2007 - Current | 17 |
Linsco/private Ledger Corp | Baxter, MN | Feb 2007 - Current | 17 |
Wealth Enhancement Advisory Services, LLC | Wayzata, MN | Dec 2001 - Current | 22 |
Wealth Enhancement Group, LLC | Wayzata, MN | Jan 2001 - Current | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1996 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MN
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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