Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Parsons is an investment advisor representative with Capital Investment Advisors, LLC, based in Atlanta, Georgia. Michael has been in the financial services industry since December 2007. Michael has previously worked at RBC Capital Markets, LLC, UBS Financial Services Inc., and Lehman Brothers Inc. Michael holds Series 7, Series 66 and Series 57TO licenses and is registered in the state of Georgia. Michael has a CFA designation. Michael is an active advisor and specializes in providing financial planning, pension consulting, and selection of other advisors. Michael primarily works with high-net-worth individuals and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of plan assets
1
2
GA
07/13/2022 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
GA
04/11/2011 - 06/07/2022
RBC CAPITAL MARKETS, LLC (ATLANTA GA)
GA
09/16/2008 - 04/27/2011
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
12/11/2007 - 09/24/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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