Adam
Parrie

Prospera Financial Services, Inc

CRD#6104343
Investment Advisor
in Dallas, TX

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About this Advisor

Adam Parrie is a financial advisor based in Dallas, Texas, with a total of 1 year of industry experience. Parrie works at Prospera Financial Services, Inc. Their career trajectory has included roles at Waddell & Reed Inc, Lpl Financial LLC and Prospera Financial Services Inc. Parrie has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri and Texas. Prospera Financial Services, Inc is an advisory firm headquartered in Dallas, TX. The investment advisory business has offices in 105 locations and a total of 242 financial advisors. It administers $6 billion in total assets across its 18,852 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 76 charities and foundations. Of its 18,852 client accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services are provided. Fees charged by Prospera Financial Services, Inc most likely are comprised of some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

5429 Lbj Freeway Suite 750
Dallas, TX 75240

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$5,921,456,412

TX Average: $3,042,739,679
Total Number of Employees

242

TX Average: 49
Total Number of Accounts

18,852

TX Average: 2,315
Average Account Size

$314,102

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Adam Parrie Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Prospera Financial Services Inc

2021 - 2022 (1 year)

Lpl Financial LLC

2012 - 2021 (9 years)

Waddell & Reed Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Parrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prospera Financial Services, Inc

Tyler Lewis
Colchester, CT
Jeremy Day
Dallas, TX
John Crook
Macon, GA
Caryn Borden
Dallas, TX
Mark Eriksen
Clarkston, MI
Aaron Bernstein
Dallas, TX
Dylan Hale
Odessa, TX
Travis Godley
Lafayette, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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