Chase Parry, financial advisor Woodland Hills CA
90 score

Chase Parry

CRD Number: 6122301
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chase Parry (CRD# 6122301) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Woodland Hills, CA Feb 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills, CA Sep 2012 - Current 4
Corp. Presiding Bishop Salt Lake City, UT Apr 2011 - Sep 2012 1
Talent Management Group Salt Lake City, UT Sep 2008 - Sep 2012 4
Home Team Realty Orem, UT Mar 2010 - Nov 2011 1
Peak Capital Partners Orem, UT Oct 2010 - Mar 2011 < 1
Epic Property Mgt. Salt Lake City, UT Nov 2009 - Jun 2010 < 1
Corp. Presiding Bishop Salt Lake City, UT May 2009 - Dec 2009 < 1
Grand America Hotel Salt Lake City, UT Apr 2008 - Aug 2009 1
Byu Provo, UT Jun 2007 - Apr 2008 < 1
Lds Church Leon, May 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Chase W. Parry
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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