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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Parsons is a financial advisor in Half Moon Bay, CA. John has been in the industry since 2004 and has a combined 18 years of experience working with LPL Financial LLC, Foothill Securities, Inc. and 1st Global Capital Corp. John Parsons is a Certified Financial Planner (CFP®) and holds Series 7, Series 66 and SIE licenses. John Parsons provides advisory services to individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and investment clubs.
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.
1
2
CA
10/16/2024 - Present
LPL Financial LLC (Half Moon Bay CA)
CA
05/31/2016 - 08/26/2019
LPL FINANCIAL LLC (HALF MOON BAY CA)
CA
10/01/2010 - 06/02/2016
FOOTHILL SECURITIES, INC. (HALF MOON BAY CA)
CA
09/29/2004 - 10/05/2010
1ST GLOBAL CAPITAL CORP. (HALF MOON BAY CA)
BOTH
Issued 10/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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