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Parrish Demark MacKey

Charles Schwab & CO., Inc.

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About Parrish Demark MacKey

Parrish Demark Mackey is a financial advisor at Charles Schwab & Co., Inc. based in Westlake, Texas. Parrish has been in the industry since 2020. Parrish is registered to offer securities and investment advisory services in 52 states, including Texas. Parrish has experience working with individual investors and other investment advisors. In addition to providing financial planning services, Parrish also offers a wrap fee program. Parrish is a registered representative with FINRA and a licensed investment advisor representative with the state of Texas.

Firm Information

Parrish MacKey is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Parrish MacKey’s Registration & Firm History

TX

09/16/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

12/16/2020 - 09/26/2022

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 09/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Parrish Demark MacKey.
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