James Parry (CRD# 1877092) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Frisco, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Jul 2019 - Current | 4 |
| Arkadios Wealth Advisors | Atlanta, GA | Jul 2019 - Current | 4 |
| Parry Financial Advisors, LLC | Frisco, TX | Nov 2001 - Current | 22 |
| Triad Advisors, Inc. | Norcross, GA | Aug 2016 - Jul 2019 | 2 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Jul 2016 | 8 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jan 2001 - Jul 2016 | 15 |
| Courtesy Financial Advisors, LLC | Frisco, TX | Jan 2001 - Jun 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- TX
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- 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
- Pension consulting services
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