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Daniel Ira Parrish

THE Leaders Group, Inc.

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About Daniel Ira Parrish

Daniel Parrish is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with The Leaders Group, Inc., and holds licenses for Series 6, 7, 63, 65, and 6TO. Daniel has a strong background in providing investment advice and financial planning services to clients. Prior to joining The Leaders Group, Inc., Daniel was previously employed by NFP Securities, Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and NML Equity Services, Inc.. Daniel has experience in the areas of investment company products, variable contracts, general securities, and direct participation programs.

Firm Information

Daniel Parrish is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Parrish’s Registration & Firm History

CO

06/30/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CA

01/28/2010 - 03/05/2010

NFP SECURITIES, INC. (SACRAMENTO CA)

CA

11/09/1992 - 02/01/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)

WI

11/09/1992 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

03/19/1987 - 04/03/1989

NML EQUITY SERVICES, INC.

NA

03/19/1987 - 04/03/1989

ROBERT W. BAIRD & CO. INCORPORATED

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Licenses & Designations

BC

Issued 08/25/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/27/2020

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/18/1987

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ira Parrish.
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