John William Parsons
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCOct 2024 to now
- Parsons Wealth ManagementJul 2019 to now
- Half Moon Bay High School - Head Basketball CoachAug 2017 to now
- Coastside Basketball LLCMay 2016 to now
- Parsons Accounting & Tax ServicesMay 2016 to now
- Parsons Building LLCMay 2016 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2024
- Cetera Advisor Networks LLCAug 2019 to Oct 2024
- Cwm, dba Carson Group PartnersAug 2019 to Oct 2024
- Half Moon Bay RotaryJul 2018 to Jul 2019
- LPL Financial, LLCMay 2016 to Aug 2019
- Real Estate Funding ServicesJan 2014 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5236346
- Firm CRD
- 6413