William Parson
William Parson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kalispell, MT, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25 2nd Avenue West, Kalispell, MT, 59901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns Aspen Partners LLC, a rental real estate company that owns the building where his RJ office is located, dedicating minimal time to it. He also spends about half his time on advisory and financial planning work for Snow Peak Wealth Advisors.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
State Registrations29 states
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