William Parrish
William Parrish is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Harbeson, DE, with 23 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Harbeson, DE
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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.
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William is an advisory representative of a RIA, spending about 10-20% of his time on investment-related activities. He is also the president of Parrish Investments & Consulting, Inc. and the CEO of HHS, Inc., a liqueur business, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Verus Capital Partners, LLC
Securities America, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Tripp & CO., INC.Broker
Edward JonesBroker
State Registrations6 states
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.