Stephen Parry, financial advisor La Quinta CA
93 score

Stephen Parry

CRD Number: 1421269
Current Firm: Investment Advisors

Stephen Parry (CRD# 1421269) is an Investment Advisor Representative working at Investment Advisors in La Quinta, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Simpsonville, KY Jan 1999 - Current 17
Stephen K Parry Dba Parry Financial Serv Simpsonville, KY Jun 1993 - Current 23
Business Men's Assurance Company Cedar Rapids, IA Jul 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Stephen K. Parry
Phone Number: 800-288-3035
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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