Kelli ParrisCRD Number: 5586950
Current Firm: T. Rowe Price Advisory Services, Inc.
Kelli Parris (CRD# 5586950) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Mclean, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|T. Rowe Price Investment Services, Inc.||Owings Mills, MD||Dec 2006 - Current||11|
|The University Of Tampa||Tampa, FL||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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