Gary ParsonsCRD Number: 1138365
Current Firm: Waddell & Reed
Gary Parsons (CRD# 1138365) is an Investment Advisor Representative working at Waddell & Reed in Tallahassee, FL and has over 23 years of experience in the finance industry. Gary Parsons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Waddell & Reed, Inc.||Tallahassee, FL||Apr 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Tallahassee, FL||Apr 2014 - Current||2|
|Proequities, Inc.||Tallahassee, FL||Aug 1996 - Apr 2014||17|
|Rgv Financial Services (dba)||Tallahassee, FL||May 1999 - Feb 2014||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1993|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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