Paul Parson is a registered investment advisor at Wells Fargo Advisors, based in Owosso, MI, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 N. Washington St, Owosso, MI, 48867
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Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Paul serves as co-power of attorney for his stepfather and is a trustee for multiple trusts. He also has ownership stakes in several investment-related LLCs and dedicates a significant amount of time to these ventures, including Parson Management, LLC and Parson Dedic Wealth Management Group.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations27 states
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