Nathan Parrish, CFP®, CWS®

VP - Branch Manager

+1 864-240-6094

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • VP - Assistant Branch Manager, Charles Schwab, 2019-2021
  • VP - Financial Consultant, Charles Schwab, 2016-2019
  • Client Service Team Manager, Charles Schwab, 2013-2016
  • Registered Representative, Charles Schwab, 2010-2013

Education

  • Bachelor of Science, Business Management, Arizona State University
  • Certificate in Financial Planning, George Mason University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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