Unclaimed Profile

John Clifton Parsons

CAPITAL ANALYSTS, INCORPORATED·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOChFCClean record34 years registeredCAPITAL ANALYSTS, INCORPORATED

303 BROADWAY, CINCINNATI, OH 45202CRD# 2132836Firm CRD# 5478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Clifton Parsons · CINCINNATI, OH

Registration

CRD #2132836 · CAPITAL ANALYSTS, INCORPORATED · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL ANALYSTS, INCORPORATED

CAPITAL ANALYSTS

Jun 2012 – Nov 2022

San Antonio, TX

LINCOLN INVESTMENT

Jun 2012 – Nov 2022

WOODLAND HILLS, CA

CAPITAL ANALYSTS INCORPORATED

Oct 2010 – Jun 2012

CINCINNATI, OH

INVESTACORP ADVISORY SERVICES INC

Sep 2008 – Jun 2009

SAN ANTONIO, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Nov 2003 – Sep 2005

SAN ANTONIO, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 1992 – Oct 2003

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · June 3, 1992

Years registered · 34

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CINCINNATI ANALYSTS, INC

CRD 5478 · SEC 801-9678

AUM

$2.1B

Regulatory assets under management

Employees

251

8,136 client accounts

Services offered by CINCINNATI ANALYSTS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CINCINNATI ANALYSTS, INC →

Introduction

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Frequently Asked Questions

What services does John Clifton Parsons offer?

John Clifton Parsons specializes in Financial Planning, Investment Management, Wealth Management.

What are John Clifton Parsons's credentials?

John Clifton Parsons holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Clifton Parsons located?

John Clifton Parsons is based in CINCINNATI, Ohio, last registered with CAPITAL ANALYSTS, INCORPORATED.

How does John Clifton Parsons charge for services?

John Clifton Parsons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ANALYSTS, INCORPORATED?

CAPITAL ANALYSTS, INCORPORATED has approximately 251 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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