Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Parry is a financial advisor with over 29 years of experience in the industry. James is a registered representative with Arkadios Wealth Advisors and is licensed in 15 states. James specializes in providing financial planning, portfolio management, and wealth management services to individuals, high-net-worth individuals, and businesses. James is also a licensed insurance agent and a licensed settlement broker. Previously, James was a financial advisor with Triad Advisors LLC, VSR Financial Services, Inc., and Southwest Securities, Inc. James is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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
TX
07/23/2019 - Present
Arkadios Wealth Advisors (Frisco TX)
TX
08/01/2016 - 07/22/2019
TRIAD ADVISORS LLC (Frisco TX)
TX
01/31/2001 - 08/01/2016
VSR FINANCIAL SERVICES, INC. (FRISCO TX)
TX
01/26/2000 - 02/01/2001
SWS FINANCIAL SERVICES (DALLAS TX)
TX
03/31/1999 - 01/19/2000
SWS FINANCIAL SERVICES (DALLAS TX)
TX
09/09/1996 - 04/06/1999
SOUTHWEST SECURITIES, INC. (DALLAS TX)
MN
03/03/1995 - 09/30/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
TX
10/04/1991 - 01/18/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
CA
09/20/1988 - 12/14/1989
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 08/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1992
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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