Paula Parrish (CRD# 2188700) is an Investment Advisor Representative working at Ally Invest Advisors in Exeter, NH and has over 32 years of experience in the finance industry. Paula 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# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | May 2022 - Current | 1 |
| Ally Invest Securities LLC | Charlotte, NC | May 2022 - Current | 1 |
| Ally Invest Advisors | Charlotte, NC | Oct 2021 - May 2022 | < 1 |
| Ally Invest Securities LLC | Charlotte, NC | May 2021 - May 2022 | 1 |
| Clarfeld Financial Advisors, LLC | Manchester, NH | Aug 2019 - May 2021 | 1 |
| Citizens Securities | Manchester, NH | Apr 2018 - Dec 2019 | 1 |
| Axa Advisors, LLC | New York, NY | Nov 2017 - Mar 2018 | < 1 |
| Unemployed | Exeter, NH | Jul 2017 - Nov 2017 | < 1 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Jan 2015 - Jun 2017 | 2 |
| Metlife Securities Inc. | Greenland, NH | Aug 2013 - Dec 2014 | 1 |
| Metropolitan Life Insurance Company | New York, NY | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
-
Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.