Brigette L. Parnell
Professional summary
Brigette Lee Parnell, who also goes by Brigette L Parnell, Brigette Lee Parnell, Brigette Lee Zuhdi, Brigette Lee Parnel Zuhdi, Brigette Lee Parnell Zuhdi, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in Frisco, Texas.
Brigette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brigette has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brigette Lee Parnell's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 16, 2015 - Present
CAPITAL ADVISORS, INC.
Office #1: 3001 Dallas Pkwy Ste 750, Frisco, TX 75034January 10, 2018 - December 31, 2020
QUASAR DISTRIBUTORS, LLC
July 15, 2015 - October 2, 2017
MINSHALL & COMPANY INC.
February 1, 2013 - August 13, 2014
J.P. MORGAN SECURITIES LLC
June 13, 2011 - May 15, 2012
J.P. MORGAN SECURITIES LLC
June 13, 2011 - August 13, 2014
J.P. MORGAN SECURITIES LLC
January 1, 2011 - June 15, 2011
CHASE INVESTMENT SERVICES CORP.
October 14, 2008 - June 15, 2011
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/16/2015)
(9/16/2016)
Exams
Series 7TO
Date: 3/20/2024
General Securities Representative ExaminationSeries 6TO
Date: 3/20/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
CAPITAL ADVISORS, INC.
CRD#: 104643 / SEC#: 801-14050
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,297 |
| AUM (Assets Under Management) | $ 6,146,880,645 |
Red Flags
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Company Information
CAPITAL ADVISORS, INC.
CRD#: 104643Frisco, TX 75034TRUST BUT VERIFY
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