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William Harvey Parsons

MAINSAIL ASSET MANAGEMENT, LLC·BIRMINGHAM, Alabama
Series 65Clean record22 years registeredMAINSAIL ASSET MANAGEMENT, LLC
2229 1ST AVE. S., BIRMINGHAM, AL 35233CRD# 4708399Firm CRD# 128373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Harvey Parsons · BIRMINGHAM, AL
Registration
CRD #4708399 · MAINSAIL ASSET MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MAINSAIL ASSET MANAGEMENT, LLC
Oct 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 14, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAINSAIL ASSET MANAGEMENT, LLC
CRD 128373 · SEC 801-67485
AUM
$344M
Regulatory assets under management
Employees
6
630 client accounts
Services offered by MAINSAIL ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAINSAIL ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does William Harvey Parsons offer?
William Harvey Parsons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are William Harvey Parsons's credentials?
William Harvey Parsons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Harvey Parsons located?
William Harvey Parsons is based in BIRMINGHAM, Alabama, working with MAINSAIL ASSET MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does William Harvey Parsons charge for services?
William Harvey Parsons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINSAIL ASSET MANAGEMENT, LLC?
MAINSAIL ASSET MANAGEMENT, LLC has approximately 6 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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