Paula Parrish is a CFP-designated registered investment advisor at Blueline Advisors, based in Exeter, NH, with 28 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 148 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of up to 1.50% based on the nature, scope, and complexity of services. Fees are negotiable.
Fee Estimator
Location
99 Water Street, Suite 3, Exeter, NH, 03833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blueline Advisors
Previous Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Clarfeld
Citizens Securities, INC.Broker
Citizens Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Fidelity Brokerage Services LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Financial Network Investment CorporationBroker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
Main Street Management CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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