Unclaimed
John Mccrary Parrott is a financial advisor with over 35 years of experience in the industry. John is currently registered with Capital Investment Advisory Services, LLC, and holds a Series 7, Series 63, and Series 66 securities license. John also holds a Chartered Financial Consultant designation. Prior to joining Capital Investment Advisory Services, LLC, John worked at Park Avenue Securities LLC, Guardian Investor Services Corporation, BNL Securities Inc., Focus Securities, Inc. and Southmark Financial Services, Inc. John specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations. John is committed to helping clients 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.
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.
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.
1
2
NC
02/23/2010 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NY
05/03/1999 - 09/17/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/04/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/28/1988 - 12/31/1988
BNL SECURITIES INC.
NA
05/19/1986 - 11/18/1988
FOCUS SECURITIES, INC.
NA
10/22/1985 - 05/23/1986
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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