Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Parrott is an investment advisor representative with The Retirement Planning Group, LLC. William has been in the industry since 1990 and is registered with the states of Colorado, Kansas, and Texas. William is a Certified Financial Planner and offers a range of financial planning and investment management services to individuals and families. William has experience with a variety of financial products and services, including mutual funds, stocks, bonds, and insurance. William is committed to providing personalized financial advice to help clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
KS
09/12/2024 - Present
THE Retirement Planning Group, LLC (LEAWOOD KS)
TX
04/30/2008 - 10/01/2015
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
01/01/2008 - 04/08/2008
WACHOVIA SECURITIES, LLC (AUSTIN TX)
TX
08/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
TX
01/13/1990 - 08/22/2006
MORGAN STANLEY DW INC. (AUSTIN TX)
AZ
04/18/1989 - 11/28/1989
SPELMAN & CO., INC. (PHOENIX AZ)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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