William Harvey Parsons
Investment adviser representative at Mainsail Asset Management, LLC
23 yearsExperience
2 statesRegistered in
PFSDesignation
$598.8MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Mainsail Asset Management, LLCAug 2003 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Mainsail Asset Management, LLC
$598.8MAssets managed
188Clients
3Advisers
19 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
- 4708399
- Firm CRD
- 128373