Paula M Parrish
CFP®Professional Summary
Paula M Parrish, CFP®, who also goes by Paula Mary Parrish, is a registered financial advisor currently at BLUELINE ADVISORS located in Exeter, New Hampshire. Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Paula has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paula Mary Parrish
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Videos & Posts
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Contact Information
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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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Credentials
Years of Experience
35 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUELINE ADVISORS | BLUELINE ADVISORS LLC
Contact Information
Main Address
99 Water Street Suite 3, Exeter, NH 03833Phone Number
(603) 418-0940# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
510AUM (Assets Under Management)
$247,237,600Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUELINE ADVISORS | BLUELINE ADVISORS LLC
State Registrations and Notice Filings
(8/7/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1991About the Series 6 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Oct 1996Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Paula M Parrish's CRS (Customer Relationship Summary).
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