WP
CFA
WP
CFA

William Parrott

4 Years of Experience
Brentwood, TN
Broker

William Parrott is a CFA-designated registered investment advisor, based in Brentwood, TN, with 4 years of industry experience.

Location

100 Winners Circle, Suite 400, Brentwood, TN, 37027

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

William is a finance/investment committee member at Belle Meade United Methodist Church, dedicating a few hours per week to making financial and investment decisions. William also owns Parrott Realty, LLC, which will hold rental real estate in the future, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2024 - April 2025 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2024 - April 2025 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - April 2016 · 1 yr 11 mos
State Registrations7 states
CADCFLILMITNUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
William Parrott - Financial Advisor | TrueAdvisor