Paul
Parsons

Commonwealth Financial Network

CRD#2158884
Investment Advisor
in Dedham, MA

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About this Advisor

Paul Parsons is a financial advisor working out of Dedham, Massachusetts, who has 10 years in the industry. Parsons is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Next Financial Group. Parsons has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Massachusetts. Commonwealth Financial Network is an advisory firm that has its headquarters in Dedham, Massachusetts. The company has offices in 1,090 locations and a total of 3,400 employees. It controls $111 billion in assets between its 436,517 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 277 charitable organizations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually vary depending on the type of financial services offered. However, fee types charged by Commonwealth Financial Network can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

980 Washington Street Suite 123
Dedham, MA 02026

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MA Average: $16,012,751,954
Total Number of Employees

3,400

MA Average: 118
Total Number of Accounts

436,517

MA Average: 4,567
Average Account Size

$255,295

MA Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Parsons Work History

Paul has 10 years of experience.

2017 - Present (4 years)

Commonwealth Financial Network

2010 - 2017 (7 years)

Next Financial Group

Disclosures

Paul Parsons has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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