Parker RistCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.