Unclaimed Profile

John Bond Trevor

PARSONS CAPITAL MANAGEMENT INC·PROVIDENCE, Rhode Island

Series 65Clean record19 years registeredPARSONS CAPITAL MANAGEMENT INC

40 WESTMINSTER STREET, STE 400, PROVIDENCE, RI 02903CRD# 5317376Firm CRD# 106295

Profile Verification

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

Identity

John Bond Trevor · PROVIDENCE, RI

Registration

CRD #5317376 · PARSONS CAPITAL MANAGEMENT INC · 19 years registered

Brand Profile

Not yet started

Career History

PARSONS CAPITAL MANAGEMENT INC

Jan 2011 – present

SLOCUM, GORDON & CO. LLP

Mar 2007 – Nov 2012

NEWPORT, RI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARSONS CAPITAL MANAGEMENT INC

CRD 106295 · SEC 801-45209

AUM

$1.9B

Regulatory assets under management

Employees

1,833 client accounts

Services offered by PARSONS CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARSONS CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does John Bond Trevor offer?

John Bond Trevor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are John Bond Trevor's credentials?

John Bond Trevor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Bond Trevor located?

John Bond Trevor is based in PROVIDENCE, Rhode Island, working with PARSONS CAPITAL MANAGEMENT INC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does John Bond Trevor charge for services?

John Bond Trevor'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 PARSONS CAPITAL MANAGEMENT INC?

PARSONS CAPITAL MANAGEMENT INC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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