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Todd Malone Parsons

Summit Financial, LLC

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About Todd Malone Parsons

Todd Malone Parsons has been a registered investment advisor since 1989. Parsons holds a Series 63, 65, and 7, and the SIE, and has been registered with the Financial Industry Regulatory Authority, Inc. (FINRA), and state securities authorities. Parsons has experience in the securities and investment advisory industry with previous employment at Synovus Securities, Inc. and Morgan Keegan & Company, Inc. Currently, Parsons is registered with Summit Financial, LLC and specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Todd Parsons is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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 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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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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Todd Parsons’s Registration & Firm History

AL

01/14/2025 - Present

Summit Financial, LLC (MONTGOMERY AL)

AL

07/31/2001 - 07/05/2011

SYNOVUS SECURITIES, INC. (MONTGOMERY AL)

TN

03/21/1989 - 08/02/2001

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 08/28/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Malone Parsons.
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