Mathew ParsonsCRD Number: 6708421
Current Firm: Private Advisor Group, LLC
Mathew Parsons (CRD# 6708421) is an Investment Advisor Representative working at Private Advisor Group, LLC in Allentown, PA and has over 4 years of experience in the finance industry.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Lpl Financial LLC||Allentown, PA||Nov 2018 - Current||3|
|Private Advisor Group, LLC||Allentown, PA||Nov 2018 - Current||3|
|Citizens Securities, Inc.||Souderton, PA||Sep 2016 - Nov 2018||2|
|Citizens Bank||Souderton, PA||Mar 2016 - Nov 2018||2|
|Umemployment||Coraopolis, PA||Dec 2015 - Feb 2016||< 1|
|Triple J Oilfield Copmpany||Bridgeport, OH||May 2015 - Nov 2015||< 1|
|Greenes Energy Group||Pittsburgh, PA||May 2014 - May 2015||1|
|Century Security Services||Wilkes-barre, PA||Oct 2012 - Mar 2014||1|
|Holiday Inn Express||Wilkes-barre, PA||May 2012 - Oct 2012||< 1|
|Traditions At The Glenn||Binghamton, NY||Feb 2012 - May 2012||< 1|
|Unemployed||Susquehanna, PA||Nov 2011 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Dec 2016|
Total Assets Under Management30,086MILLIONS
Total Number of Accounts103,826ACCOUNTS
Average Account Value$289,775
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.