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Clara Copley Parris

SIGNATUREFD, LLC·ATLANTA, Georgia
Clean record8 years registeredSIGNATUREFD, LLC
1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 5567666Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clara Copley Parris · ATLANTA, GA
Registration
CRD #5567666 · SIGNATUREFD, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

SIGNATUREFD, LLC
Jun 2018 – present
02

Registrations & Exams

Registration record
First registered · June 7, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIGNATUREFD, LLC
CRD 112758 · SEC 801-60393
AUM
$7.2B
Regulatory assets under management
Employees
108
9,871 client accounts
Services offered by SIGNATUREFD, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SIGNATUREFD, LLC →
Introduction

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05

Frequently Asked Questions

What services does Clara Copley Parris offer?
Clara Copley Parris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Clara Copley Parris's credentials?
Clara Copley Parris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clara Copley Parris located?
Clara Copley Parris is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Clara Copley Parris charge for services?
Clara Copley Parris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGNATUREFD, LLC?
SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGNATUREFD, LLC

Frank Dallas Strickland
ATLANTA, GA
Isabel Foster Berbert
ATLANTA, GA
James Minton Boone
ATLANTA, GA
Jamie Mccusker Gentry
ATLANTA, GA
James Earl Tally
ATLANTA, GA
James Patrick Yost
ATLANTA, GA

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Research
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