Heather Parson
Heather Parson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 14 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
6855 SW Baylor St, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather owns rental real estate property and runs an Airbnb out of her home. She also works as an associate/employee at Kruse Woods Financial Partners, dedicating about half of her time to facilitating business activities for a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
First Investors CorporationBroker
State Registrations3 states
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