HP
Henry L. Parrott
VIRTUE CAPITAL MANAGEMENT
BRENTWOOD, TN 37027
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CRD#: 2370985
HP
Professional summary
Henry Lee Parrott JR, who also goes by Hank Parrott Jr, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Brentwood, Tennessee.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Henry has worked at 5 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hank Parrott Jr
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.
(1) INSURANCE SALES; ESTATE PLANNING; HENRY PARROTT IS THE HOST OF THE RETIREMENT REPORT (TELEVISION SHOW ON NEWS CHANNEL 5+) and A RADIO SHOW, AND THE AUTHOR OF 7 STEPS TO FINANCIAL FREEDOM IN RETIREMENT. (2) ESTATE & FINANCIAL STRATEGIES, INC., Title: PRESIDENT, Description: LIFE AND HEALTH INSURANCE BROKERAGE/AGENT, Address: 750 OLD HICKORY BOULEVARD BUILDING 1-100 BRENTWOOD, TN 37027, Start Date: 4/1/1990, Hours/month: 40, Hours/month during trading hours: 40.
CRS (Client Relationship Summary) - RIA
Click below to view Henry Lee Parrott JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 22, 2023 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 750 Old Hickory Blvd. Building One, Suite 100, Brentwood, TN 37027RIA
CRD#: 167816
BRENTWOOD, TN
Past
February 13, 2023 - April 30, 2023
ESTATE & FINANCIAL STRATEGIES, INC.
RIA
CRD#: 129965
BRENTWOOD, TN
Past
February 13, 2018 - December 31, 2021
ESTATE & FINANCIAL STRATEGIES, INC.
RIA
CRD#: 129965
BRENTWOOD, TN
Past
March 13, 2013 - December 31, 2017
ESTATE & FINANCIAL STRATEGIES, INC.
RIA
CRD#: 129965
BRENTWOOD, TN
Past
May 3, 2004 - December 31, 2012
ESTATE & FINANCIAL STRATEGIES, INC.
RIA
CRD#: 129965
BRENTWOOD, TN
Past
January 1, 2004 - January 30, 2004
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
January 22, 1999 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
September 29, 1993 - March 30, 1998
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(2/22/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
