user avatar

Gregory Colin Parsons

Advisor at Ameriprise — Forney, TX

Updated today

Credentials

Series 66

Experience

18 years

Location

Forney, TX

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Gregory Parsons is a financial advisor with Ameriprise in Forney, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in a lighting distribution business and provides consulting services through his own LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research-based modeling and tax-efficient strategies to develop personalized, written recommendations. The firm serves a broad client base through its advisory, brokerage, and insurance solutions.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Forney, TX

Forney TX

Advisors at this office

1

Most active in

New York · Pennsylvania · Texas

Work history

18 years of industry experience

Ameriprise

2020 - Present • 6 years

Hauppauge, NY

Ameriprise Financial Services, Inc.

2010 - 2020 • 10 years

Conshohocken, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
user avatar

William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
user avatar

James H

Series 65

Dallas, TX

ACI Wealth Advisors

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Active portfolio management Options & derivatives strategies Retirement income strategy Wealth management Executive Founder/Business Owner
user avatar

Seth B

Series 65

Rockwall, TX

Blanck Financial

Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Gerald H

Series 63, Series 66

Rockwall, TX

Rockwall Wealth Advisors

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including International Capital Management Corp, Personal Capital, and Scottrade, Inc. Hendrik has been with Rockwall Wealth Advisors since 2020. Rockwall Wealth Advisors is an independent, single-advisor firm managing about $36 million in discretionary assets for individuals and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis for selecting outside managers, and offers comprehensive financial planning and participant account management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
user avatar

Bret W

Series 63, Series 65

Rockwall, TX

Wilson Investment Services

Bret Wilson is the sole advisor at Wilson Investment Services in Rockwall, TX, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led Wilson Investment Services since 2014. Wilson Investment Services provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing both technical/charting analysis and fundamental methods. The firm’s approach includes long-term strategies complemented by occasional short-term trading, covered-call overlays, and ETF hedges, with a client focus that includes mutual funds, equities, ETFs, fixed income, publicly traded REITs, and unit investment trusts.

Real estate investing Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")