Parsec Financial Management, Inc.

Parsec Financial Management, Inc. (CRD# 104919) is a financial advisory firm headquartered in Asheville, NC. They manage $1,722,278,775 in 4,452 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,722
    MILLION
  • Total Number of Accounts
    4,452
    ACCOUNTS
  • Average Account Value
    $386,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
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.

CA, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Parsec Financial Management, Inc.
Showing 1 - 10 of 25 top financial advisors.
1
George M. Baughman
CRD#: 3082789
22 Depot St, Tryon, NC 28782
96
Wealthminder
score

George Baughman (CRD# 3082789) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Tryon, NC and has over 15 years of experience in the finance industry. George Baughman 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.

2
Michael E. Bruder
CRD#: 4216749
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Michael Bruder (CRD# 4216749) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 16 years of experience in the finance industry. Michael Bruder 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.

3
Chad E. Foster
CRD#: 5195729
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Chad Foster (CRD# 5195729) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 10 years of experience in the finance industry. Chad Foster 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.

4
William S. Hansen
CRD#: 4251129
6 Wall Street, Asheville, NC 28801
96
Wealthminder
score

William Hansen (CRD# 4251129) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 16 years of experience in the finance industry.

5
Gregory D. James
CRD#: 1625754
227 West Trade St., Suite 1840, Charlotte, NC 28202
96
Wealthminder
score

Gregory James (CRD# 1625754) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Charlotte, NC and has over 29 years of experience in the finance industry. Gregory James 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.

6
Daniel C. Johnson
CRD#: 5898101
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Daniel Johnson (CRD# 5898101) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 5 years of experience in the finance industry. Daniel Johnson 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.

7
Richard D. Manske
CRD#: 2372960
6 Wall Street, Asheville, NC 28801
96
Wealthminder
score

Richard Manske (CRD# 2372960) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 23 years of experience in the finance industry. Richard Manske 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.

8
Neal A. Nolan
CRD#: 4797840
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Neal Nolan (CRD# 4797840) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 12 years of experience in the finance industry. Neal Nolan 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.

9
Harli L. Palme
CRD#: 5087332
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Harli Palme (CRD# 5087332) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 10 years of experience in the finance industry. Harli Palme 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.

10
Carrie A. Tallman
CRD#: 5644761
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Carrie Tallman (CRD# 5644761) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 7 years of experience in the finance industry.

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