Varsha ParikhCRD Number: 6163537
Current Firm: Cuna Brokerage Services, Inc.
Varsha Parikh (CRD# 6163537) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in West Columbia, SC and has over 8 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Wells Fargo Clearing Services, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Feb 2013 - Current||8|
|Palmetto Citizens Fcu||Columbia, SC||May 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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