Financial ADVSR advisor directory · SEC adviser records
Parsons Capital Management Inc. financial advisors in Providence, RI
Every SEC-registered investment adviser representative at a Parsons Capital Management Inc. office in Providence, A to Z.
The short answer
11 registered advisors work at Parsons Capital Management Inc. in Providence, out of 13 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Parsons Capital Management Inc. advisors in Providence, A to Z
Every Parsons Capital Management Inc. advisor →- Joan M. CaineChartered Financial Analyst
- Peter M. HuntInvestment adviser rep
- Linda J. JamisonInvestment adviser rep
- Gregory J. LavineCertified Financial Planner, Chartered Financial Analyst
- John H. MullenInvestment adviser rep
- Charles B. ParsonsInvestment adviser rep
- John G. ParsonsInvestment adviser rep
- Andrew E. SnapeCertified Financial Planner
- Stacey L. SternbergInvestment adviser rep
- John B. Trevor IVCertified Financial Planner
- David Von HemertChartered Financial Analyst
Parsons Capital Management Inc. advisors in every city and state →Parsons Capital Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Parsons Capital Management Inc. advisors in other cities
Other firms in Providence
All Providence advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Strategic Advisers LLC 63Morgan Stanley 59UBS Financial Services Inc. 23RBC Capital Markets, LLC 17Tiaa-Cref Individual & Institutional Services, LLC 10Ameriprise Financial Services, LLC 9Brown, Lisle/Cummings, Inc. 8Charles Schwab & Co., Inc. 8Wells Fargo Clearing Services, LLC 8Commonwealth Financial Network 6LPL Financial LLC 6
Questions
How many financial advisors does Parsons Capital Management Inc. have in Providence?
11 investment adviser representatives are registered at Parsons Capital Management Inc. offices in Providence, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Parsons Capital Management Inc. one of the largest advisor employers in Providence?
Parsons Capital Management Inc. ranks number 6 in Providence by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Parsons Capital Management Inc. advisor in Providence?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Parsons Capital Management Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.