Paul Parnell (CRD# 2704387) is a Private Wealth Advisor working at Ballast Advisors. in Woodbury, MN and has over 21 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Advisors, LLC | Woodbury, MN | Feb 2017 - Current | 7 |
| Ameriprise Financial Services, Inc. | Woodbury, MN | Jul 2009 - Feb 2017 | 7 |
| Ameriprise Financial Services, Inc. | Woodbury, MN | Apr 1996 - Feb 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MN
- TX
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Total Assets Under Management512MILLIONS
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Total Number of Accounts2,466ACCOUNTS
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Average Account Value$207,810
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, FL, GA, IA, IL, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OR, PA, TN, TX, VA, WA, WI
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