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MP

Mark A. Parsons

PARSONS FINANCIAL GROUP
Vero Beach, FL
Some features on this profile are disabled
CRD#: 2164548
MP

Professional summary


Mark Allen Parsons, who also goes by Mark A Parsons, is a registered financial advisor currently at PARSONS FINANCIAL GROUP, LLC located in Vero Beach, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark A Parsons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Allen Parsons's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 16, 2019 - Present

PARSONS FINANCIAL GROUP, LLC

RIA
CRD#: 300517
Vero Beach, FL
Past

November 24, 2009 - July 11, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
VERO BEACH, FL
Past

July 14, 2003 - November 30, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
VERO BEACH, FL
Past

July 3, 2003 - July 11, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
VERO BEACH, FL
Past

July 1, 2003 - July 10, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
VERO BEACH, FL
Past

July 1, 2003 - July 10, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 28, 1998 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
VERO BEACH, FL
Past

August 28, 1998 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 30, 1991 - September 1, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/16/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/24/2007
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PF
PARSONS FINANCIAL GROUP, LLC
PARSONS FINANCIAL GROUP, LLC

CRD#: 300517 / SEC#:

Florida
Registered Investment Advisory firm - (5/16/2019 Approved)
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Contact information


Main Address
Vero Beach, FL
Mailing Address
Phone number
(772) 234-0111
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts120
AUM (Assets Under Management)$ 35,904,605

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARSONS FINANCIAL GROUP, LLC

CRD#: 300517Vero Beach, FL

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