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Joseph Clark Parsons

IAM ADVISORY LLC·EASTON, Pennsylvania
Clean recordIAM ADVISORY LLC
137 NORTH SECOND STREET, EASTON, PA 18042CRD# 869879Firm CRD# 305492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Clark Parsons · EASTON, PA
Registration
CRD #869879 · IAM ADVISORY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Clark Parsons is a registered financial advisor based in EASTON, Pennsylvania, affiliated with IAM ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
IAM ADVISORY LLC
IAM ADVISORY LLC
AUM
$572M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at IAM ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 869879
Firm CRD# 305492
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Clark Parsons offer?
Joseph Clark Parsons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.
What are Joseph Clark Parsons's credentials?
Joseph Clark Parsons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Clark Parsons located?
Joseph Clark Parsons is based in EASTON, Pennsylvania, working with IAM ADVISORY LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Joseph Clark Parsons charge for services?
Joseph Clark 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 IAM ADVISORY LLC?
IAM ADVISORY LLC has approximately 15 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Holly Parsons Jinks
EASTON, PA

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Research
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