Sean ParryCRD Number: 7015825
Current Firm: Fidelity Personal And Workplace Advisors
Sean Parry (CRD# 7015825) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Angeles, CA and has over 4 years of experience in the finance industry. Sean Parry 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.
Awm Capital, LLC
Aqua Capital Advisors
Bluepoint Wealth Advisors
|Fidelity Investments||Los Angeles, CA||Mar 2021 - Current||1|
|Mml Investor Services, LLC||Los Angeles, CA||Dec 2019 - Mar 2021||1|
|Massmutual Life Insurance Company||Los Angeles, CA||Oct 2019 - Mar 2021||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2019 - Nov 2019||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2018 - Nov 2019||1|
|Northwestern Mutual Investment Services LLC||Los Angeles, CA||Sep 2018 - Nov 2019||1|
|Self Employed||Santa Monica, CA||Jan 2015 - Nov 2018||3|
|Midway Automotive Group||Los Angeles, CA||Feb 2010 - Jan 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2018|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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