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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Parsons is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Richard has been in the financial services industry since 1992. Richard has offices in Newton, KS and is registered to provide investment advisory services in Kansas and Texas. Richard works with high net worth individuals and their families, businesses, charitable organizations, and retirement plans. Richard is also a registered representative of Cambridge Investment Research, Inc. Richard is dedicated to providing his clients with personalized financial advice and strategies to help them reach their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
04/29/2021 - Present
Cambridge Investment Research Advisors, Inc. (Newton KS)
KS
05/01/2017 - 04/29/2021
USA FINANCIAL SECURITIES CORPORATION (Newton KS)
KS
07/23/2009 - 05/08/2017
CFD INVESTMENTS, INC. (NEWTON KS)
KS
05/30/2008 - 08/06/2009
FIRST ALLIED SECURITIES, INC. (NEWTON KS)
KS
05/16/2005 - 05/30/2008
FFP SECURITIES, INC. (NEWTON KS)
AL
01/05/1994 - 05/18/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
KS
02/21/1992 - 12/31/1993
PRIMELINE SECURITIES CORP. (WICHITA KS)
IA
Issued 04/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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