Alex Parrs
Portefeuillebeheerder-Aandelen bij Ironwood Financial LLC
Profiel
Mr. Alexander D.
Parrs, CFA, is a Partner at Ironwood Financial LLC.
He has over 15 years of experience working as a Wealth Manager.
He is specializing in 401(k), 403(b), TSA & other Company Retirement Plan Rollovers.
He is focusing in Wealth Accumulation, Asset Protection & Preservation and he assists with Income & Distribution Planning.
He is also a Specialist in Asset and Portfolio Management.
Mr. Parrs was previously employed at NEXT Financial Group, Inc. and at Securian Financial Services, Inc.
He received his Bachelors of Economics degree from Carleton College.
Mr. Parrs is also a Certified Fund Specialist, Chartered Financial Consultant, Certified Financial Planner and Chartered Advisor for Senior Living.
He also holds a Chartered Financial Analyst designation.
Actieve functies van Alex Parrs
| Bedrijven | Functie | Begin |
|---|---|---|
Ironwood Financial LLC
 Ironwood Financial LLC Investment ManagersFinance Ironwood Financial LLC is a financial planning and advisory company. The private company is based in Tucson, AZ. The company has a team of Certified Financial Planners and Advisors who provide direction and clarity for their clients' future. Ironwood Financial was founded in 2009 by Rydan Durant Case, Cean Nicholas Kenefick-Rogers, Alexander David Marek. | Portefeuillebeheerder-Aandelen | 01-08-2009 |
Eerdere bekende functies van Alex Parrs
| Bedrijven | Functie | Einde |
|---|---|---|
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Corporate Officer/Principal | 01-08-2014 |
Securian Financial Services, Inc.
 Securian Financial Services, Inc. Investment ManagersFinance Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN. | Corporate Officer/Principal | 01-03-2006 |
Opleiding van Alex Parrs
| Carleton College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Securian Financial Services, Inc.
Securian Financial Services, Inc. Investment ManagersFinance Securian Financial Services, Inc. engages in the provision of securities and investment advisory services. The company was founded on March 27, 1984 and is headquartered in Roseville, MN. | Finance |
Ironwood Financial LLC
Ironwood Financial LLC Investment ManagersFinance Ironwood Financial LLC is a financial planning and advisory company. The private company is based in Tucson, AZ. The company has a team of Certified Financial Planners and Advisors who provide direction and clarity for their clients' future. Ironwood Financial was founded in 2009 by Rydan Durant Case, Cean Nicholas Kenefick-Rogers, Alexander David Marek. | Finance |
