James
Parrish
Eudaimonia Advisors LLC
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About this Advisor
James Parrish is a financial advisor working out of Winchester, Tennessee who has 4 years of industry experience. Parrish currently works for Eudaimonia Advisors LLC. Their career trajectory has included roles at Wunderlich Securities, Inc, Dorsey, Wright & Associates, LLC, B. Riley Wealth Management, Inc and Eudaimonia Advisors LLC. Parrish maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee and Texas. Eudaimonia Advisors LLC is a registered investment firm that has its headquarters in Winchester, TN. The firm has offices in five locations and a total of 15 employees. It manages $293 million in total assets among its 1,056 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,056 accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by Eudaimonia Advisors LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eudaimonia Advisors LLC Brokerage Details
$293,077,810
15
1,056
$277,536
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
James has been registered as a financial advisor for 4 years.*
Eudaimonia Advisors LLC
B. Riley Wealth Management, Inc
Dorsey, Wright & Associates, LLC
Wunderlich Securities, 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 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
Winchester, TN
Pensacola, FL
Winchester, TN
Winchester, TN
Winchester, TN
Winchester, TN
Aledo, TX
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