Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Parrish is a financial advisor who is registered with LPL Financial LLC. Scott has been in the industry since November 7, 2011. Scott holds Series 6, Series 63, and Series 65 licenses as well as the SIE exam. Scott is registered in 9 states. Prior to joining LPL Financial LLC, Scott worked at PFS INVESTMENTS INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. Scott offers financial planning services, portfolio management services for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/30/2024 - Present
LPL Financial LLC (DALLAS TX)
TX
05/30/2014 - 10/11/2023
PFS INVESTMENTS INC. (DALLAS TX)
NA
06/12/1986 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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