Aaron ParrishCRD 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 8 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.
Spartan Planning & Wealth Management
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Triad Financial Advisors, Inc.||Greensboro, NC||Aug 2012 - Current||5|
|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|
Total Assets Under Management439MILLIONS
Total Number of Accounts1,644ACCOUNTS
Average Account Value$266,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, FL, IL, MD, NC, SC, TX, VA
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