Elizabeth Lynn Parris
Investment adviser representative at Wafd Wealth, Inc
11 yearsExperience
1 stateRegistered in
$348.1MFirm assets
1 yearFirm in business
Are you Elizabeth Lynn Parris? 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.
- Wafd Wealth, IncJul 2025 to now
- UnemployedJul 2023 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Jul 2023
- UnemployedOct 2018 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Oct 2018
- UnemployedDec 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn 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
- 5787702
- Firm CRD
- 337346