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Henry Lee Parrott

Investment adviser representative at Virtue Capital Management, LLC
26 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

26 years in the industry.

  1. Virtue Capital Management, LLCFeb 2023 to now
  2. Estate & Financial Strategies, IncJan 2000 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993

State registrations

Registered as an investment adviser representative in 1 state (TN).

Virtue Capital Management, LLC

$1.3BAssets managed
5,770Clients
86Advisers
12 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
2370985
Firm CRD
167816
Advisor's SEC record (opens in a new tab)
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