William ParrishCRD Number: 4504910
Current Firm: Sterne Agee Investment Advisor Services, Inc.
William Parrish (CRD# 4504910) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jun 2016 - Current||< 1|
|Sterne Agee Financial Services Inc.||Greenwood Village, CO||Mar 2010 - Current||7|
|Gunnallen Financial||Tampa, FL||Jul 2006 - Mar 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management845MILLIONS
Total Number of Accounts5,829ACCOUNTS
Average Account Value$144,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV