James Parrish (CRD# 6045216) is an Investment Advisor Representative working at Credit Union Investment Services in Sanford, NC and has over 11 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secu Life Insurance Company | Raleigh, NC | Oct 2014 - Current | 9 |
| Members Trust Company | Tampa, FL | Oct 2014 - Current | 9 |
| Credit Union Investment Services | Raleigh, NC | May 2012 - Current | 11 |
| Secu Brokerage Services | Raleigh, NC | Mar 2012 - Current | 12 |
| State Employees' Credit Union | Sanford, NC | Oct 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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