Heike Soell ParrishCRD 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.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|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|
Total Assets Under Management4,594MILLIONS
Total Number of Accounts19,087ACCOUNTS
Average Account Value$240,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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