Parsec Financial Management, Inc.

Parsec Financial Management, Inc. (CRD# 104919) is a financial advisory firm headquartered in Asheville, NC. They manage $2,005,201,806 in 4,927 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,005
    MILLION
  • Total Number of Accounts
    4,927
    ACCOUNTS
  • Average Account Value
    $406,982
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, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Parsec Financial Management, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Tracy H. Allen
CRD#: 1490876
227 West Trade Street, Suite 1840, Charlotte, NC 28202
96
Wealthminder
score

Tracy Allen (CRD# 1490876) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Charlotte, NC and has over 31 years of experience in the finance industry. Tracy Allen 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
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 17 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.

3
Travis L. Boyer
CRD#: 5413695
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Travis Boyer (CRD# 5413695) 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. Travis Boyer 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
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 17 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.

5
Aaron D. Combs
CRD#: 5810738
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Aaron Combs (CRD# 5810738) 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. Aaron Combs 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
Elizabeth H. Cunagin
CRD#: 3041334
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Elizabeth Cunagin (CRD# 3041334) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 19 years of experience in the finance industry. Elizabeth Cunagin 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
Sarah D. Dergarabedian
CRD#: 4764331
6 Wall St, Asheville, NC 28801
96
Wealthminder
score

Sarah Dergarabedian (CRD# 4764331) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 13 years of experience in the finance industry.

8
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 11 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.

9
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 18 years of experience in the finance industry.

10
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 31 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.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.