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Mark Allen Parsons

Parsons Financial Group, LLC

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About Mark Allen Parsons

Mark Parsons is an investment advisor representative with Parsons Financial Group, LLC. Mark is also a registered investment advisor in Florida. Mark has over 20 years of experience in the financial services industry. Mark has worked for several firms including Raymond James Financial Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and A. G. Edwards & Sons, Inc.. Mark has a wide range of experience in financial planning and portfolio management. He specializes in providing financial advice to high-net-worth individuals and other clients. Mark holds the Series 7, Series 9, Series 10, Series 31, Series 63, and Series 65 licenses. Mark is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Firm Information

Mark Parsons is currently registered with Parsons Financial Group, LLC. Parsons Financial Group, LLC is an investment advisor registered with the SEC. The firm manages approximately $29.49 million in assets for 117 clients. Parsons Financial Group, LLC provides financial planning and portfolio management services to individuals and high-net-worth individuals.

$29.49M

Assets Under Management

Not reported

Total Clients

1

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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percentage of assets

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

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Mark Parsons’s Registration & Firm History

FL

05/16/2019 - Present

Parsons Financial Group, LLC (MELBOURNE FL)

FL

07/03/2003 - 07/11/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (VERO BEACH FL)

MO

07/01/2003 - 07/10/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

08/28/1998 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

09/30/1991 - 09/01/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/22/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 09/26/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Allen Parsons.
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