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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Parrish is an investment advisor representative with Kingswood Wealth Advisors, LLC, a firm that has been in business for over 20 years. James has been an investment advisor representative since 2003 and holds the Series 7, Series 31, and Series 66 licenses. In addition to being registered with Kingswood Wealth Advisors, LLC, James is also an investment advisor representative for Eudaimonia Advisors LLC. Eudaimonia Advisors LLC is a firm that has been in business for over 10 years. James has a wide range of experience in the financial services industry, including experience with corporations, individuals, and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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
TN
07/17/2024 - Present
Kingswood Wealth Advisors, LLC (Nashville TN)
TN
10/03/2016 - 08/01/2019
B. RILEY WEALTH MANAGEMENT (FRANKLIN TN)
MD
09/24/2013 - 10/26/2015
ARCHER DISTRIBUTORS, LLC (LAUREL MD)
TN
07/09/2012 - 07/19/2013
WUNDERLICH SECURITIES, INC. (FRANKLIN TN)
TN
10/25/2010 - 08/06/2012
LPL FINANCIAL LLC (NASHVILLE TN)
TN
08/11/2003 - 10/20/2010
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
AL
05/30/2003 - 10/21/2003
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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