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Angela Parrish

CRD# 1753472·Registered 1988 - 2016
Previously Registered: Being a previously registered professional could mean that Angela is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Angela Parrish, who also goes by Angela Henderson, Angie Henderson, Angela Parish, Angie Parrish, was a registered financial advisor. Angela was a previously registered financial professional and started their career in finance 1988 - 2016. Angela had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Angela Henderson, Angie Henderson, Angela Parish, Angie Parrish

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

CAPTRUST ADVISORS, LLC·CRD# 142941
RIA
Tampa, FL
June 30, 2011 - August 19, 2016
GODWINS SECURITIES, INC.·CRD# 31019
BD
Seattle, WA
January 1, 1997 - December 31, 1998
AON SECURITIES LLC·CRD# 4138
BD
Tampa, FL
April 1, 1996 - November 3, 2008
FORTH FINANCIAL SECURITIES, CORPORATION·CRD# 14363
BD
Richmond, VA
May 24, 1994 - April 1, 1996
AON INVESTMENT CONSULTING INC.·CRD# 107752
RIA
Tampa, FL
January 21, 1993 - April 6, 2011
CADARET, GRANT & CO., INC.·CRD# 10641
BD
Syracuse, NY
July 13, 1992 - May 2, 1994
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
April 2, 1990 - December 16, 1991
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
St. Petersburg, FL
January 1, 1988 - April 5, 1990

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Current Firm

CA
CAPTRUST ADVISORS, LLC

CAP TRUST ADVISORS, LLC | CAPTRUST FINANCIAL ADVISORS | CAPTRUST ADVISORS, LLC

CRD#: 142941 / SEC#: 801-67587

Contact Information

Main Address

400 N. Tampa Street Suite 1800, Tampa, FL 33602

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1988About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1987About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 1990About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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