John
Trevor
Parsons Capital Management Inc
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About this Advisor
John Trevor is a financial advisor based in Providence, Rhode Island, working with Parsons Capital Management Inc. John has previously held a position at Parsons Capital Management, Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, John 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
Services Offered
Fee Structure
Office Location
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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
John Trevor Work History
Parsons Capital Management, Inc
Disclosures
Please visit the SEC profile of John Trevor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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