Parsons Capital Management, LLC

Parsons Capital Management, LLC (CRD# 114494) is a financial advisory firm headquartered in Lebanon, NJ. They manage $201,389,000 in 1,004 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $200,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, PA, TX

Financial Advisors at Parsons Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell J. Parsons
CRD#: 2027667
1225 Rt. 31 South Building A, Suite 112, Lebanon, NJ 08833
96
Wealthminder
score

Russell Parsons (CRD# 2027667) is an Investment Advisor Representative working at Parsons Capital Management, LLC in Lebanon, NJ and has over 26 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.

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