Simon Parsard

Investment Adviser Representative


A registered representative of Cetera Investment Services, LLC

As an Investment Adviser Representative, my goal is to provide all clients a long-term perspective to help them stay committed to meeting their goals using holistic, exclusive products and services tailored to their unique needs. Whatever your situation, I can be your guide to all your wealth management needs, including helping you meet your financial, investment, family, and estate planning goals. You'll benefit from our Langley Investment Services client-first approach, which provides stability, transparency, and integrity. In addition, by reviewing client accounts and plans on a regular basis, I will be able to advise if life or economic changes, situational concerns, or financial performance necessitate changes in your plan.

I currently live in the Hampton Roads area of Virginia where our family gets to enjoy all four seasons. When I’m not working, I’m usually spending time with the family. I love the outdoors and go on quite a few nature hikes regularly. I enjoy visiting all types of museums, listening to music, and firing up the grill.

Licensing and Training
  • Registered Representative (Series 7)
  • Securities Agent (Series 63)
  • Registered Investment Adviser (Series 65)
  • Licensed Life Insurance, Health, and Annuities professional

Check the background of this investment professional on FINRA’s BrokerCheck.

*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

**For a comprehensive review of your personal situation, always consult with a tax or legal Adviser. Neither Cetera, nor any of its representatives may give legal or tax advice.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

Investments are:
*Not FDIC/NCUSIF insured.
*May lose value.
*Not financial institution guaranteed.
*Not a deposit.
*Not insured by any federal government agency.

11742 Jefferson Ave. Suite 120 Newport News, VA 23606
757-898-0089