Katherine ParrishCRD Number: 1071986
Current Firm: Precipio Wealth Management LLC
Katherine Parrish (CRD# 1071986) is an Investment Advisor Representative working at Precipio Wealth Management LLC in Mclean, VA and has over 13 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Precipio Wealth Management LLC||Mclean, VA||Nov 2013 - Current||3|
|Parrish & Company Private Wealth Management, LLC||Chevy Chase, MD||Aug 2009 - Nov 2013||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Feb 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management177MILLIONS
Total Number of Accounts599ACCOUNTS
Average Account Value$295,843
- A percentage of assets under your management
- 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)
DC, FL, MD, NC, NY, VA
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