John ParrottCRD Number: 1413757
Current Firm: Capital Investment Advisory Services, LLC
John Parrott (CRD# 1413757) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Lexington, NC and has over 31 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Oppenheimer & Company Inc.
|Capital Investment Group, Inc.||Raleigh, NC||Sep 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- 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)
AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA