Robb Parsons, financial advisor Grand Junction CO

Robb Parsons

CRD Number: 4704647
Current Firm: Rosecap Investment Advisors, LLC

Robb Parsons (CRD# 4704647) is an Investment Advisor Representative working at Rosecap Investment Advisors, LLC in Grand Junction, CO and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthsource Partners, LLC Grand Junction, CO Jan 2019 - Current 2
United Capital Financial Advisers, LLC Grand Junction, CO Dec 2018 - Jan 2019 < 1
Wells Fargo Bank Monument, CO Feb 2006 - Dec 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Robb P. Parsons
Phone Number: (970) 773-5300
Firm Website: http://www.rosecap.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    678
    ACCOUNTS
  • Average Account Value
    $318,892
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, TX

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