Alexandra Parrish (CRD# 7304171) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Indianapolis, IN | Jan 2022 - Current | 2 |
| Securities America, Inc. | Indianapolis, IN | Oct 2020 - Current | 3 |
| The Spectrum Financial Group, Inc. | Indianapolis, IN | Apr 2020 - Current | 4 |
| Mary Kay Inc. | Noblesville, IN | Oct 2012 - Current | 11 |
| Zeller Realty Group | Carmel, IN | Oct 2016 - Mar 2020 | 3 |
| Hi Management | Carmel, IN | Sep 2015 - Sep 2016 | 1 |
| Adp | Indianapolis, IN | May 2015 - Aug 2015 | < 1 |
| Brother's Bar & Grill | Muncie, IN | Oct 2014 - Apr 2015 | < 1 |
| Wellington Northeast Pool & Recreation | Noblesville, IN | Jun 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- IN
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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