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Reed A Parrish

Stonex Advisors Inc.

Birmingham, AL

CRD 7736094

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Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-05-30
  • AL RA
    APPROVED
    Since 2024-05-30

Branch Locations

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Titan Installations Helena AL 02/2013 05/2023
Lpl Financial Llc Birmingham AL 05/2023 05/2024
Stonex Securities Inc Birmingham AL 05/2024 Present
Stonex Advisors Inc Birmingham AL 05/2024 Present
  • 02/2013 → 05/2023
    Titan Installations
    Helena, AL
  • 05/2023 → 05/2024
    Lpl Financial Llc
    Birmingham, AL
  • 05/2024 → Present
    Stonex Securities Inc
    Birmingham, AL
  • 05/2024 → Present
    Stonex Advisors Inc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL

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