Charles
Parsons
Parsons Capital Management Inc
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About this Advisor
Charles Parsons is a financial advisor based in Providence, Rhode Island, working with Parsons Capital Management Inc. Charles has previously held positions at Capital Value Advisors, LLC and Parsons Capital Management, Inc. Charles has passed the Series 65 regulatory exam and is registered to provide services in Colorado, New York, and Rhode Island. Currently, Charles is part of Parsons Capital Management Inc, which operates out of Providence, Rhode Island. The firm has 4 offices and 21 employees. The firm manages assets totaling $1.9 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, and portfolio management for institutional clients. The fee structure at Parsons Capital Management Inc includes asset-based and fixed fees.
Certifications and Registrations
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Parsons Capital Management Inc Brokerage Details
$1,879,594,055
21
1,833
$1,025,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Parsons Work History
Parsons Capital Management, Inc
Capital Value Advisors, LLC
Disclosures
Please visit the SEC profile of Charles 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 Parsons Capital Management Inc
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Hobe Sound, FL
Providence, RI
Providence, RI
Providence, RI
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