Paula M Parrish
Investment adviser representative at Blueline Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$247.2MFirm assets
Are you Paula M Parrish? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Blueline Advisors, LLCAug 2026 to now
- UnemployedApr 2026 to Jul 2026
- MercorFeb 2026 to Mar 2026
- UnemployedSep 2025 to Jan 2026
- Ally Invest AdvisorsOct 2021 to Aug 2025
- Ally Invest Securities LLCMay 2021 to Aug 2025
- Clarfeld Financial Advisors, LLCAug 2019 to May 2021
- Citizens SecuritiesApr 2018 to Dec 2019
- AXA Advisors, LLCNov 2017 to Mar 2018
- UnemployedJul 2017 to Nov 2017
- Fidelity Brokerage Services LLCJan 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NH).
Blueline Advisors
Legal name: Blueline Advisors LLC
$247.2MAssets managed
148Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2188700
- Firm CRD
- 164642