Unclaimed
Bradford Parsons is a financial advisor with over 30 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors, Inc. since 2009. Bradford is registered with the state of Connecticut as both a Broker-Dealer and Investment Advisor Representative. He previously worked for Tower Square Securities, Inc., Parsons Financial Management, LLC, Commonwealth Financial Network, and Securities America, Inc. Bradford is a dedicated professional with a proven track record of success in helping clients reach their financial goals. He holds the Series 6, Series 26 and SIE securities licenses and is a graduate of the University of Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
06/24/2009 - Present
Cambridge Investment Research Advisors, Inc. (EAST BERLIN CT)
CT
04/09/2003 - 06/24/2009
TOWER SQUARE SECURITIES, INC. (FARMINGTON CT)
TX
12/09/1999 - 05/02/2003
PARSONS FINANCIAL MANAGEMENT, LLC (HUSTON TX)
MA
08/30/1996 - 12/31/1999
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NE
11/30/1993 - 08/30/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
11/17/1992 - 12/07/1993
INVESTACORP, INC. (MIAMI FL)
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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