Gary Parsons
Gary Parsons is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1673 Mahan Center Blvd, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an insurance agent and receives trails. He also has a business entity for tax/investment purposes, teaches an insurance course, is involved with Quinoa 1, LLC, and owns real estate property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Investment Advisors
Proequities, INC.Broker
Nationwide Investment Services CorporationBroker
Mcc Securities, INC.Broker
Wma Securities, INC.Broker
Jmc Financial CorporationBroker
The Great-West Life Assurance CompanyBroker
Benefitscorp Equities, INC.Broker
Security First Financial, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.