James Parrish, financial advisor Winchester TN

James Parrish

CRD Number: 4623703
Current Firm: Eudaimonia Advisors LLC

James Parrish (CRD# 4623703) is an Investment Advisor Representative working at Eudaimonia Advisors LLC in Winchester, TN and has over 20 years of experience in the finance industry.

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Eudaimonia Advisors LLC
Company Name Location Dates Years
Eudaimonia Advisors LLC Winchester, TN Jul 2019 - Current 4
B. Riley Wealth Management, Inc. Nashville, TN Oct 2016 - Jul 2019 2
Unemployed Nashville, TN Mar 2016 - Sep 2016 < 1
Dorsey, Wright & Associates, LLC Richmond, VA Jul 2013 - Mar 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James A. Parrish
Phone Number: (931) 968-1127
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $277,536
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
Types of Clients
Registered States

AL, FL, GA, KY, LA, MS, TN, TX

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