BP
BP
Bradford Parsons
28 Years of Experience
Charlotte, NC
2 DisclosuresBroker
Bradford Parsons is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
6805 Carnegie Blvd, Suite 350, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (2)
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Regulatory
February 1999Final
Criminal
November 1982Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2017 - Present · 9 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - February 2017 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - February 2017 · 9 yrs
Citigroup Global Markets INC.
December 2001 - March 2008 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
October 1997 - March 2008 · 10 yrs 5 mos
State Registrations15 states
ARFLGAINNCNJNMNYPASCTNTXVAVirgin IslandsWI
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.