James Parry, financial advisor Norcross GA
96 score

James Parry

CRD Number: 1877092
Current Firm: Triad Advisors, LLC

James Parry (CRD# 1877092) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 26 years of experience in the finance industry. James Parry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2016 - Current 1
Parry Financial Advisors, LLC Frisco, TX Nov 2001 - Current 16
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
Contact Info for James A. Parry
Phone Number: 800-720-4003
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    2,908
    ACCOUNTS
  • Average Account Value
    $277,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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