Paula Parrish has been an investment adviser representative at BlueLine Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners. Paula Parrish holds a BBA from the University of Southern New Hampshire. Paula Parrish studied MSF at Suffolk University.
Blueline Advisors LLC is an Exeter, NH firm with $247M under management, 148 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Paula Parrish is Financial Advisor of BlueLine Advisors. She provides comprehensive financial planning and retirement income planning for BlueLine Advisors' clients, with a practice focused on business owners and on guiding women through divorce and other significant financial transitions. Previously she advised high-net-worth clients at Ally Wealth Management and served as Senior Vice President at Clarfeld Citizens Private Wealth Management. She began her career at Fidelity Investments.
Paula Parrish’s longest registration was 3 years at Ally Invest Advisors (2021–2025). Before joining BlueLine Advisors in 2026, Paula Parrish was registered through Ally Invest Advisors and Clarfeld.
- Blueline AdvisorsCurrent– present · under a yearExeter, NH · Adviser representative · Firm CRD 164642
- Ally Invest Advisors– · 3 yearsRye, NH · Adviser representative · Firm CRD 170301
- Clarfeld– · 1 yearManchester, NH · Adviser representative · Firm CRD 106743
- Citizens Securities, Inc.– · 1 yearManchester, NH · Adviser representative · Firm CRD 39550
- Axa Advisors, LLC– · under a yearBedford, NH · Adviser representative · Firm CRD 6627
- Strategic Advisers, Inc.– · 1 yearMerrimack, NH · Adviser representative · Firm CRD 104555
- Metlife Securities Inc.– · 1 yearSouthborough, MA · Adviser representative · Firm CRD 14251
- LPL Financial Corporation– · 1 yearMarlborough, MA · Adviser representative · Firm CRD 6413
- Primevest Financial Services, Inc.– · under a yearSt. Cloud, MN · Adviser representative · Firm CRD 15340
- Valic Financial Advisors, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 42803
Professional designations
Listed by BlueLine Advisors
- CFP®
Investment adviser representative registrations
Paula Parrish is registered as an investment adviser representative in New Hampshire, since August 2026.
- New HampshireSince 7 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 August 2013 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 October 1996 |
| Series 7 | General Securities Representative Examination | 7 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 December 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paula M Parrish
- CRD
- 2188700
- Firm
- BlueLine Advisors · CRD 164642
- Office
- 99 WATER STREET, SUITE 3, Exeter, NH 03833
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blueline-advisors.com
Where does Paula Parrish work?
Paula Parrish is an investment adviser representative registered through Blueline Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Paula Parrish a financial advisor?
Yes. Paula Parrish has a current investment-adviser registration in New Hampshire, through BlueLine Advisors since August 2026.
How many years of experience does Paula Parrish have?
Paula Parrish has 28 years in the financial industry, since June 1998, across 10 adviser firms.
What exams has Paula Parrish passed?
Paula Parrish has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 8 and Series 66. The earliest, the Series 6, was passed in December 1991. FINRA credited Paula Parrish with the SIE, which began in October 2018.
Where did Paula Parrish work before BlueLine Advisors?
Before BlueLine Advisors, Paula Parrish was registered through Ally Invest Advisors, October 2021 to August 2025; Clarfeld, August 2019 to May 2021; Citizens Securities, Inc., April 2018 to January 2020; Axa Advisors, LLC, November 2017 to April 2018; Strategic Advisers, Inc., May 2016 to July 2017; Metlife Securities Inc., October 2013 to January 2015; LPL Financial Corporation, September 2009 to October 2010; Primevest Financial Services, Inc., March 2007 to December 2007; Valic Financial Advisors, Inc., July 2006 to March 2007.
Where is Paula Parrish based?
Paula Parrish’s registered office is in Exeter, NH.
Is Paula Parrish registered with FINRA?
No. Paula Parrish has no current broker registration.
Is Paula Parrish a CFP?
BlueLine Advisors lists Paula Parrish with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Paula Parrish, CFP® biography, blueline-advisors.com
How can I verify Paula Parrish’s record?
Search CRD 2188700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paula Parrish’s full registration record.