Richard
Parsons

Cambridge Investment Research Advisors, Inc

CRD#2214235
Investment Advisor
in Newton, KS

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About this Advisor

Richard Parsons is a financial advisor based in Newton, Kansas, working with Cambridge Investment Research Advisors, Inc. Richard has previously held positions at Cfd Investments, Inc, Creative Financial Designs, Cambridge Investment Research Advisors, Inc, Usa Financial Securities, Parsons Financial Services Inc, Crossroads Financial Advisors, and Cambridge Investment Research, Inc. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Richard is part of Cambridge Investment Research Advisors, Inc, which operates out of Newton, Kansas. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1023 Washington Rd. Ste. 100
Newton, KS 67114

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

KS Average: $9,259,360,772
Total Number of Employees

3,312

KS Average: 166
Total Number of Accounts

448,526

KS Average: 7,189
Average Account Size

$194,791

KS Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Richard Parsons Work History

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2021 - Present (3 years)

Cambridge Investment Research, Inc

2017 - Present (7 years)

Crossroads Financial Advisors

2017 - 2021 (4 years)

Usa Financial Securities

2009 - 2017 (8 years)

Cfd Investments, Inc

2009 - 2017 (8 years)

Creative Financial Designs

2000 - 2017 (17 years)

Parsons Financial Services Inc

Disclosures

Please visit the SEC profile of Richard Parsons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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