Advisor at Parsons Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parsons Financial Group, LLC
Location
Vero Beach, FL
Credentials
Series 63, Series 65
Industry experience
34 years
Mark Parsons is the sole advisor at Parsons Financial Group, LLC in Vero Beach, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He previously worked at Raymond James Financial Services, Inc. for 16 years before founding his independent firm in 2019. Parsons Financial Group provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations, creating tailored Investment Policy Statements that consider goals, tax factors, and risk tolerance. The firm employs a methodology combining cyclical and fundamental analysis with modern portfolio theory and uses a range of investment vehicles including equities, fixed income, ETFs, private placements, and venture capital funds.
Based on Parsons Financial Group, LLC
$1 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - And Up: 1.00%
$125 to $250 per hour
Vero Beach, FL
Florida
Parsons Financial Group, LLC
2019 - Present (7 years)
Raymond james Financial Services, Inc
2003 - 2019 (16 years)
Raymond james Financial Services, Inc
2003 - 2019 (16 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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