John Parsons
John Parsons is a CFP-designated registered investment advisor at LPL Financial LLC, based in Half Moon Bay, CA, with 21 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
721 Purissima Street Suite C, Half Moon Bay, CA, 94019
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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
John is involved in several business activities, including tax preparation/accounting, non-variable insurance, real estate rental, and acting as a DBA for LPL business. These activities take up a significant amount of John's time, including about half his time dedicated to the LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
Parsons Financial Advisors, INC.
Foothill Securities, INC.
Foothill Securities, INC.Broker
Parsons Financial Advisors
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations22 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.