Parker Rist, financial advisor Alexandria VA

Parker Rist

CRD Number: 6807824
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Parker Rist (CRD# 6807824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Vienna, VA Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna, VA Jun 2019 - Current 1
Intellor Group, Inc. Gaithersburg, MD Jun 2011 - Jun 2019 8
Adele H. Stamp Student Union - University Of Maryland College Park, MD Feb 2019 - May 2019 < 1
University Of Maryland, College Park College Park, MD Aug 2015 - May 2019 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna, VA Jun 2018 - Aug 2018 < 1
Robert H. Smith School Of Business - University Of Maryland College Park, MD Feb 2018 - Jun 2018 < 1
Medallion Financial Group Gaithersburg, MD May 2017 - Jun 2017 < 1
Gaithersburg High School Gaithersburg, MD Aug 2011 - Jun 2015 3
Gaithersburg Middle School Gaithersburg, MD Aug 2008 - Jun 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Parker T. Rist
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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