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SP

Scott L. Parman

INTREPID FINANCIAL SERVICES
Oklahoma City, OK 73134
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CRD#: 6577401
SP

Professional summary


Scott Lawrence Parman is a registered financial advisor currently at INTREPID FINANCIAL SERVICES, LLC located in Oklahoma City, Oklahoma.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Scott has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Scott Lawrence Parman'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®
None

Experience


Current

November 7, 2015 - Present

INTREPID FINANCIAL SERVICES, LLC

Office #1: 13913 Quail Pointe Drive Suite B, Oklahoma City, OK 73134
RIA
CRD#: 214513
Oklahoma City, OK

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
Oklahoma
(11/7/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/11/2015
Uniform Investment Adviser Law Examination

Current Firm


IF
INTREPID FINANCIAL SERVICES, LLC
INTREPID FINANCIAL SERVICES, LLC | PARMAN FINANCIAL COACHING, LLC | PARMAN FINANCIAL COACHING LLC

CRD#: 214513 / SEC#:

Oklahoma
Registered Investment Advisory firm - (7/22/2015 Approved)
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Contact information


Main Address
13913 Quail Pointe Drive Suite B, Oklahoma City, OK 73134
Mailing Address
Phone number
(405) 843-6100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTREPID FINANCIAL SERVICES, LLC

CRD#: 214513Oklahoma City, OK 73134

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