Robb Patton Parsons
Investment adviser representative at Mutual Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Mutual Advisors, LLC.May 2023 to now
- Rosecap Investment Advisors, LLC.Sep 2021 to Apr 2023
- Wealthsource Partners, LLCJan 2019 to Aug 2021
- United Capital Financial Advisers, LLCDec 2018 to Mar 2019
- Wells Fargo BankFeb 2006 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4704647
- Firm CRD
- 167658