Aaron Parrish, financial advisor Greensboro NC
96 score

Aaron Parrish

CRD Number: 5602021
Current Firm: Triad Financial Advisors, Inc.

Aaron Parrish (CRD# 5602021) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 7 years of experience in the finance industry. Aaron Parrish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Financial Advisors, Inc. Greensboro, NC Aug 2012 - Current 4
Royal Alliance Greensboro, NC Aug 2012 - May 2013 < 1
Coastal Equities Wilmington, DE Jun 2011 - Jul 2012 1
Donnelly Steen And Company Wilmington, DE Jun 2011 - Jul 2012 1
Bb&t Bank Winston Salem, NC Jan 2009 - Feb 2011 2
Bb&t Investment Services Charlotte, NC Apr 2009 - Jan 2010 < 1
Ups High Point, NC Dec 2008 - Dec 2008 < 1
Raymond James Greensboro, NC Sep 2008 - Oct 2008 < 1
Daniel Boone Inn Boone, NC Aug 2006 - Aug 2008 2
Appalachian State University Boone, NC Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Aaron Parrish
Phone Number: 336-230-0071
Firm Website: http://www.triadfa.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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