Neil
Parsons

Wells Fargo Clearing Services, LLC

CRD#1846709
Investment Advisor
in Boston, MA
Are you Neil Parsons? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Neil Parsons is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, they have accrued 20 years of professional experience as a financial advisor. Parsons holds a Series 63 license, qualifying the advisor as a securities representative. Parsons is registered to act as an advisor in New Jersey and Texas. Over the course of their career, Parsons has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC and Edward D. Jones & Co., L.P. Wells Fargo Clearing Services, LLC is based out of Boston, Massachusetts, and operates out of 6,557 other offices in the country. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 years

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

125 High Street 13Th Fl [C2-Rbo]
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

MA Average: $11,469,110,461
Total Number of Employees

26,352

MA Average: 458
Total Number of Accounts

1,434,106

MA Average: 33,415
Average Account Size

$302,067

MA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Neil Parsons Work History

Neil has 20 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

1998 - 2016 (18 years)

Edward D. Jones & Co., L.P

Disclosures

Neil Parsons has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started