DP
Dustin H. Parsons
SAVVY
Cabot, AR
Some features on this profile are disabled
CRD#: 6199274
DP
Professional summary
Dustin Heath Parsons is a registered financial advisor currently at SAVVY located in Cabot, Arkansas.
Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Dustin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Blind Tiger Chandlery, LLC; 11 Glendale Cv, Cabot, AR 72023; started 6/2021; not investment-related; I am the owner of this LLC, manufacturing and selling bespoke home fragrance products; I devote 5 hours/month to this business, 0 hours/month during trading hours. Small business Owner/Operator, production, marketing and sales of goods at pop up events and to wholesale accounts. Savvy Advisors,Is Investment Related,"11 Glendale Cv, , Cabot, AR, 72023, United States",Financial Advisor,Principal Wealth Manager,1/1/2024,128 hours per month,0 hours per month during trading hours,Fee Based Compensation,Wealth Manager/Financial Planner for private wealth clients.
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Heath 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®
NoneExperience
Current
December 19, 2023 - Present
SAVVY
RIA
CRD#: 318493
Cabot, AR
Past
January 10, 2024 - October 9, 2025
KINGSWOOD CAPITAL PARTNERS, LLC
BD
CRD#: 288898
SAN DIEGO, CA
Past
March 28, 2017 - December 20, 2023
ARVEST WEALTH MANAGEMENT
RIA
CRD#: 42057
SHERWOOD, AR
Past
February 22, 2017 - December 20, 2023
ARVEST WEALTH MANAGEMENT
BD
CRD#: 42057
SHERWOOD, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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
Arkansas(12/19/2023)
IAR
Texas(12/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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