Park Wealth Management, LLC

Park Wealth Management, LLC (CRD# 170188) is a financial advisory firm headquartered in Greensboro, NC. They manage $2,300,000 in 54 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $42,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TN, TX

Financial Advisors at Park Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William P. Davidson
CRD#: 5677089
1510 Battleground Ave, Greensboro, NC 27408
93
Wealthminder
score

William Davidson (CRD# 5677089) is an Investment Advisor Representative working at Park Wealth Management, LLC in Greensboro, NC and has over 6 years of experience in the finance industry.

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