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AP

Alexander D. Parrs

IRONWOOD FINANCIAL
Tucson, AZ 85719
Some features on this profile are disabled
CRD#: 4003297
AP

Professional summary


Alexander Devereaux Parrs, CFP®, ChFC®, who also goes by Alex Parrs, is a registered financial advisor currently at IRONWOOD FINANCIAL, LLC located in Tucson, Arizona.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Alexander has worked at 5 firms and has passed the Series 66, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Parrs

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)SUMMIT FINANCIAL (DBA); INSURANCE: LIFE/HEALTH/FIXED ANNUITIES; OWNERSHIP: 50%; TIME SPENT: 5%; TERM: INDEFINITE 2)BLUE FLOUNDER; PROPERTY MGMT OF RENTAL PROPERTY; 5% TIME; 50% OWNERSHIP 3)PURPLE SQUID, LLC; PROPERTY MGMT; 7% TIME SPENT; 90% OWNERSHIP 4) IRONWOOD FINANCIAL LLC; DBA; 10% TIME SPENT; 14.3% OWNERSHIP; TERM: INDEFINITE 5) ALEXANDER PARRS; INDIVIDUAL; NOTARY; OWNERSHIP: 100%; TIME SPENT: <1%; TERM:INDEFINITE 6)IRONWOOD FINANCIAL TUCSON DBA;LLC;39% OWNERSHIP; <1% TIME SPENT; 0% COMP; MEMBER;INDEFINITE TERM 7) ALEX PARRS OLLC;PLLC;100% OWNERSHIP;0% TIME SPENT;0% COMP;OFFICER, BUSINESS OWNERSHIP; INDEFINITE TERM

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander Devereaux Parrs's CRS (Customer Relationship Summary).
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®
CFP®

Start date: 2003

Experience


Current

October 8, 2009 - Present

IRONWOOD FINANCIAL, LLC

Office #1: 1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719Office #2: 1926 E Ft. Lowell Road Suite 100, Tucson, AZ 85719
RIA
CRD#: 151004
Tucson, AZ
Past

March 28, 2006 - September 4, 2014

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
TUCSON, AZ
Past

March 17, 2006 - September 4, 2014

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
TUCSON, AZ
Past

January 30, 2003 - June 5, 2006

MARATHON ADVISORS, INC

RIA
CRD#: 113696
TUCSON, AZ
Past

September 17, 1999 - March 24, 2006

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
TUCSON, AZ
Past

September 17, 1999 - March 24, 2006

CRI SECURITIES, LLC

BD
CRD#: 22589
TUCSON, AZ

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".
IF
IRONWOOD FINANCIAL, LLC
IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA
Registered Investment Advisory firm - (8/17/2009 Approved)

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
Arizona
(10/8/2009)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2002
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IF
IRONWOOD FINANCIAL, LLC
IRONWOOD FINANCIAL, LLC | IRONWOOD WEALTH MANAGEMENT, LLC

CRD#: 151004 / SEC#: 801-70463

RIA
Registered Investment Advisory firm - (8/17/2009 Approved)
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Contact information


Main Address
1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719
Mailing Address
Phone number
(520) 318-4600
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/7/2025)

Regulatory assets under management


Total Number of Accounts1,667
AUM (Assets Under Management)$ 574,853,371

Red Flags


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.

Company Information


IRONWOOD FINANCIAL, LLC

CRD#: 151004Tucson, AZ 85719

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