Nancy
Parsons

Benjamin F. Edwards & Company, Inc

CRD#1694806
Investment Advisor
in Saint Louis, MO

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About this Advisor

Nancy Parsons is a certified financial planner working out of Saint Louis, Missouri who has 6 years of industry experience. Parsons is an advisor for Benjamin F. Edwards & Company, Inc. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Benjamin F. Edwards & Co. Parsons holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Benjamin F. Edwards & Company, Inc is an advisory firm based out of Saint Louis, MO. The investment advisory business has offices in 87 locations and a total of 702 financial advisors. It manages $11 billion in assets among its 42,128 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 87 charitable organizations. Benjamin F. Edwards & Company, Inc offers a broad set 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 and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Benjamin F. Edwards & Company, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One North Brentwood Boulevard Suite 850
Saint Louis, MO 63105

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$11,262,450,812

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

702

MO Average: 458
Total Number of Accounts

42,128

MO Average: 33,415
Average Account Size

$267,339

MO Average: $343,232

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
  • Educational seminars/workshops

Nancy Parsons Work History

Nancy has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Benjamin F. Edwards & Co

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nancy 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 Benjamin F. Edwards & Company, Inc

Allen Catalanotto
Saint Louis, MO
Steven Phillips
Saint Louis, MO
Arthur Laine
Peoria, IL
Nicole Avery-Young
Springfield, MO
Michelle Boyum
Minneapolis, MN
Kristin Jackson
Chesterton, IN
Scott Critchfield
Saint Louis, MO
Christopher Hooker
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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