Joshua
Parrish

Stephens

CRD#7175466
Investment Advisor
in Winston Salem, NC

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About this Advisor

Joshua Parrish is a financial advisor who works out of Winston Salem, North Carolina with 3 years of relevant experience. Parrish works at Stephens. Throughout their career, Parrish has worked at Bb&T and Stephens Inc. Parrish has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Stephens is a registered investment firm based in Little Rock, AR. The company has offices in 23 locations and a total of 637 financial advisors. It manages $12 billion in assets under management among its 21,479 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 21 charities and foundations. Of its 21,479 customer accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Stephens likely include some combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

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

Office Location

101 S. Stratford Road
Winston Salem, NC 27104

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Stephens Brokerage Details

Total Assets Under Management

$12,334,227,079

NC Average: $880,205,985
Total Number of Employees

637

NC Average: 42
Total Number of Accounts

21,479

NC Average: 1,714
Average Account Size

$574,246

NC Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joshua Parrish Work History

Joshua has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Stephens Inc

2019 - 2021 (2 years)

Stephens Inc

2012 - 2019 (7 years)

Bb&T

*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 Joshua Parrish 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 Stephens

Hillman Jones
Rogers, AR
Benjamin Penix
Fayetteville, AR
Kimberley Whittle
Rogers, AR
Charles Nabhan
Lutherville-Timonium, MD
John Black Jr
Charlotte, NC
Thomas Moll
Little Rock, AR
Brian Colley
Dallas, TX
Joel Akers
Rogers, AR

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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