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Homer Phillips Parsegian

Greenbelt Investment Advisors, LLC

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About Homer Phillips Parsegian

Homer Phillips Parsegian is an investment advisor representative at Greenbelt Investment Advisors, LLC. Homer has been in the industry since 1998 and has worked for a number of firms, including Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc., and Riverstone Wealth Management, Inc. Homer holds Series 7, 63, and 65 licenses. Homer specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Greenbelt Investment Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of investment advisory services, including financial planning, portfolio management, and investment research. Greenbelt Investment Advisors, LLC has offices in Round Rock, Texas.

Firm Information

Homer Parsegian is currently registered with Greenbelt Investment Advisors, LLC. Greenbelt Investment Advisors, LLC is an investment advisor based in Round Rock, TX. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Greenbelt Investment Advisors, LLC manages approximately $134,578,405 in regulatory assets under management. They have a team of 3 licensed agents and 5 investment advisor representatives.
Greenbelt Investment Advisors, LLC

100 E MAIN STREET

ROUND ROCK, TX 78664

$134.58M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Homer Parsegian’s Registration & Firm History

TX

12/09/2010 - Present

Greenbelt Investment Advisors, LLC (ROUND ROCK TX)

TX

01/12/2011 - 06/10/2011

SUNBELT SECURITIES, INC. (HOUSTON TX)

TX

04/30/2008 - 12/31/2010

EVOLVE SECURITIES, INC. (DALLAS TX)

TX

04/03/2007 - 04/30/2008

AFS BROKERAGE, INC. (AUSTIN TX)

TX

12/18/2000 - 04/04/2007

RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)

TX

12/08/1998 - 12/18/2000

THE AVANTUS GROUP, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 02/13/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Homer Phillips Parsegian.
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