Blake W. Parrish

B P FINANCIAL ASSOCIATES.

Beaverton, OR

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CRD#: 5810547

Professional summary

Blake W Parrish, CFP®, who also goes by Whitney Blake Parrish, is a registered financial advisor currently at B P FINANCIAL ASSOCIATES, LLC. located in Beaverton, Oregon.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Blake has worked at 3 firms and has passed the Series 66, Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Whitney Blake Parrish

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake W Parrish'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®

CFP^®

Certified Financial Planner

Experience

Current

February 13, 2013 - Present

B P FINANCIAL ASSOCIATES, LLC.

RIA

CRD#: 166548

Beaverton, OR

Past

April 6, 2011 - February 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Past

April 6, 2011 - February 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORTLAND, OR

Past

August 6, 2010 - October 18, 2010

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

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

Oregon
(2/13/2013)

IAR

Texas
(4/9/2014)

IAR

Washington
(5/1/2013)

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

State Security Law Exam

IAR

Series 66

Date: 11/4/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/27/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/2010

General Securities Representative Examination

Current Firm

B P FINANCIAL ASSOCIATES, LLC.

CRD#: 166548 / SEC#:

Oregon

Registered Investment Advisory firm - (2/13/2013 Approved)

Texas

Registered Investment Advisory firm - (4/9/2014 Conditional Restricted)

Washington

Registered Investment Advisory firm - (4/30/2013 Approved)

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Contact information

Main Address

Beaverton, OR

Mailing Address

16055 Sw Walker Road Suite 190, Beaverton, OR 97006

Phone number

(503) 619-7237

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 49,597,000

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.

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Firm Stability Insights

Blake W. Parrish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake W Parrish's CRS (Customer Relationship Summary).

Certified licenses

Experience

B P FINANCIAL ASSOCIATES, LLC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2010

Series 63

Date: 10/30/2010

Series 65

Date: 10/27/2010

Series 7

Date: 8/5/2010

Current Firm

B P FINANCIAL ASSOCIATES, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B P FINANCIAL ASSOCIATES, LLC.

TRUST BUT VERIFY

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