Parrish Malson, financial advisor Redding CA

Parrish Malson

CRD Number: 1599886
Current Firm: Mariner Independent

Parrish Malson (CRD# 1599886) is an Investment Advisor Representative working at Mariner Independent in Redding, CA and has over 29 years of experience in the finance industry. Parrish Malson 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.

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Professional Designations
Company Name Location Dates Years
Mariner Independent Advisor Network, LLC Redding, CA Sep 2009 - Current 14
Lpl Financial, LLC Redding, CA Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Parrish T. Malson
Phone Number: 650-571-1934
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,147
    MILLIONS
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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