Parsons Capital Management, LLC
Parsons Capital Management, LLC (CRD# 114494) is a financial advisory firm headquartered in New Hope, PA. They manage $368,604,360 in 1,437 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management369MILLION
Total Number of Accounts1,437ACCOUNTS
Average Account Value$256,510
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, NC, NH, NJ, NY, PA, TX, VA
Russell Parsons (CRD# 2027667) is an Investment Advisor Representative working at Parsons Capital Management, LLC in New Hope, PA and has over 30 years of experience in the finance industry. Russell 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.
Andrew Parsons (CRD# 7214200) is an Investment Advisor Representative working at Parsons Capital Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.