Heike Soell Parrish, financial advisor Tampa FL

Heike Soell Parrish

CRD Number: 3206363
Current Firm: J. W. Cole Advisors, Inc.

Heike Soell Parrish (CRD# 3206363) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
J.w. Cole Advisors, Inc. Tampa, FL Dec 2019 - Current 1
J.w. Cole Financial, Inc. Tampa, FL Jul 2019 - Current 2
T. Rowe Price Investment Services Tampa, FL Dec 2007 - Jun 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Heike Soell Parrish
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,594
    MILLIONS
  • Total Number of Accounts
    19,087
    ACCOUNTS
  • Average Account Value
    $240,682
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
  • Selection of other advisers (including private fund managers)
  • Other
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, VI, VT, WA, WI, WV, WY

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