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Robb Patton Parsons

Mutual Advisors, LLC

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About Robb Patton Parsons

Robb Patton Parsons is a financial advisor currently associated with Mutual Advisors, LLC in Grand Junction, Colorado. Robb has been in the financial industry for over 18 years and holds both Series 7 and Series 66 licenses. Robb has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robb Parsons is also a CFA charter holder.

Firm Information

Robb Parsons is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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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Robb Parsons’s Registration & Firm History

CO

05/05/2023 - Present

Mutual Advisors, LLC (Grand Junction CO)

CO

05/03/2006 - 10/05/2006

WELLS FARGO INVESTMENTS, LLC (MONUMENT CO)

CO

07/08/2004 - 08/09/2005

FIXED INCOME SECURITIES, LP (MONUMENT CO)

MD

09/22/2003 - 06/15/2004

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 09/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robb Patton Parsons.
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