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.

Similar Advisors
Pamela Acord, financial advisor Grand Junction CO
Pamela L. Acord
CRD# 4680992
Wells Fargo Clearing Services, LLC
Similar Advisors
Ryan Ahlstrom, financial advisor Grand Junction CO
Ryan D. Ahlstrom
CRD# 6316143
Ameriprise Financial Services, LLC
Similar Advisors
Elise-ariana Anderson, financial advisor Grand Junction CO
Elise-ariana J. Anderson
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

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.