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CFP
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CFP

Gary Parsons

LPL Financial LLC
42 Years of Experience
Tallahassee, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gary Parsons is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 42 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1673 Mahan Center Blvd, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

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.

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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
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
April 2014 - July 2021 · 7 yrs 3 mos
Waddell & ReedBroker
April 2014 - July 2021 · 7 yrs 3 mos
Investment Advisors
September 1996 - May 2014 · 17 yrs 8 mos
Proequities, INC.Broker
September 1996 - May 2014 · 17 yrs 8 mos
Nationwide Investment Services CorporationBroker
March 1995 - May 2000 · 5 yrs 2 mos
Mcc Securities, INC.Broker
September 1994 - September 1996 · 2 yrs
Wma Securities, INC.Broker
May 1994 - September 1994 · 4 mos
Jmc Financial CorporationBroker
June 1993 - November 1993 · 5 mos
The Great-West Life Assurance CompanyBroker
October 1990 - August 1993 · 2 yrs 10 mos
Benefitscorp Equities, INC.Broker
September 1990 - August 1993 · 2 yrs 11 mos
Security First Financial, INC.Broker
May 1983 - October 1990 · 7 yrs 5 mos
State Registrations10 states
ALCACOFLGANJOHSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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