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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brigette? Claim Your ProfileBrigette Parnell is a registered investment advisor representative with Capital Advisors, Inc. Brigette Parnell has been in the industry since 2008. Brigette Parnell has been registered with Capital Advisors, Inc. since 2015. Brigette Parnell is also registered in Oklahoma and Texas. Brigette Parnell has passed the Series 7, Series 6, Series 63, and Series 65 exams. Brigette Parnell specializes in providing financial planning, portfolio management for individuals, businesses and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
09/16/2016 - Present
Capital Advisors, Inc. (TULSA OK)
ME
01/10/2018 - 12/31/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
OK
07/15/2015 - 10/02/2017
MINSHALL & COMPANY INC. (TULSA OK)
TX
06/13/2011 - 08/13/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/14/2008 - 06/15/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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