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Parsons Rebrands And Joins Carson Group With $180M In AUM

Posted on October 17, 2019

Parsons Wealth Management, a financial planning firm in Half Moon Bay, Calif., has rebranded and affiliated with Carson Partners in Omaha, Neb. Parsons brings $180 million in client assets under management.

Owner John M. Parsons leads a team of eight and was formerly with LPL Financial. The firm was formerly known as Parsons Financial Advisors before joining Carson.

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