Unclaimed
Gary Parsons is a financial advisor with LPL Financial LLC, working out of the Tallahassee, FL branch office. Gary has been in the financial services industry since 1983. Gary also has experience with Waddell & Reed, ProEquities, Inc., Nationwide Investment Services Corporation, MCC Securities, Inc., WMA Securities, Inc., JMC Financial Corporation, The Great-West Life Assurance Company, Benefitcorp Equities, Inc., and Security First Financial, Inc. Gary is registered with FINRA, and holds Series 7, 6, 22 and SIE licenses. Gary is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/23/2024 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
04/11/2014 - 07/21/2021
WADDELL & REED (TALLAHASSEE FL)
FL
09/09/1996 - 05/09/2014
PROEQUITIES, INC. (TALLAHASSEE FL)
OH
03/20/1995 - 05/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
09/13/1994 - 09/18/1996
MCC SECURITIES, INC. (TAMPA FL)
GA
05/03/1994 - 09/06/1994
WMA SECURITIES, INC. (DULUTH GA)
MA
06/03/1993 - 11/18/1993
JMC FINANCIAL CORPORATION (BOSTON MA)
CO
10/03/1990 - 08/12/1993
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
09/28/1990 - 08/12/1993
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CA
05/23/1983 - 10/08/1990
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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