James
Parrish

Eudaimonia Advisors LLC

CRD#4623703
Investment Advisor
in Winchester, TN

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About this Advisor

James Parrish is a financial advisor based in Winchester, Tennessee, working with Eudaimonia Advisors LLC. James has previously held positions at Dorsey, Wright & Associates, LLC, Eudaimonia Advisors LLC, and B. Riley Wealth Management, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, James is part of Eudaimonia Advisors LLC, which operates out of Winchester, Tennessee. The firm has 4 offices and 11 employees. The firm manages assets totaling $307.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Eudaimonia Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1791 Bypass Road
Winchester, TN 37398

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Eudaimonia Advisors LLC Brokerage Details

Total Assets Under Management

$307,053,861

TN Average: $730,596,643
Total Number of Employees

11

TN Average: 15
Total Number of Accounts

1,124

TN Average: 968
Average Account Size

$273,180

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

James Parrish Work History

2019 - Present (5 years)

Eudaimonia Advisors LLC

2016 - 2019 (3 years)

B. Riley Wealth Management, Inc

2013 - 2016 (3 years)

Dorsey, Wright & Associates, LLC

Disclosures

Please visit the SEC profile of James 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 Eudaimonia Advisors LLC

James Fife
Winchester, TN
Anna Schoor
Pensacola, FL
James Parrish
Winchester, TN
Jeannan Brewer
Winchester, TN
John Brewer
Winchester, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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