Mathew Parsons, financial advisor Allentown PA

Mathew Parsons

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mathew Parsons
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,086
    MILLIONS
  • Total Number of Accounts
    103,826
    ACCOUNTS
  • Average Account Value
    $289,775
Compensation Options
  • 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
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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