James Parris (CRD# 6277478) is an Investment Advisor Representative working at Ivory Wealth Management Inc. in , and has over 10 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jc & Jp Building Corp | South Floral Park, NY | Jan 2020 - Current | 4 |
| Ivory Wealth Management Inc. | South Floral Park, NY | Mar 2014 - Current | 10 |
| Syosset Soccer Club | Syosset, NY | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- NY
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$217,196
- A percentage of assets under your management
- 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
NY
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