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William Barton Boyer

PARSEC FINANCIAL MANAGEMENT INC·ASHEVILLE, North Carolina
Unclaimed Profile
6 WALL ST, ASHEVILLE, NC 28801CRD# 2216763Firm CRD# 104919
01

About

William Barton Boyer is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with PARSEC FINANCIAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARSEC FINANCIAL MANAGEMENT INC
PARSEC FINANCIAL
AUM
$3.7B
Regulatory assets under management
Employees
76
Total firm employees
View all advisors at PARSEC FINANCIAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2216763
Firm CRD# 104919
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Barton Boyer offer?
William Barton Boyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are William Barton Boyer's credentials?
William Barton Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Barton Boyer located?
William Barton Boyer is based in ASHEVILLE, North Carolina, working with PARSEC FINANCIAL MANAGEMENT INC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does William Barton Boyer charge for services?
William Barton Boyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARSEC FINANCIAL MANAGEMENT INC?
PARSEC FINANCIAL MANAGEMENT INC has approximately 76 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ASHEVILLE
Richard Oldenburg — CAMDEN FINANCIAL MANAGEMENT, INC.Barbara Anne Gray — PARSEC FINANCIAL MANAGEMENT INCGregory David James — PARSEC FINANCIAL MANAGEMENT INCWilliam Steven Hansen — PARSEC FINANCIAL MANAGEMENT INCJames Walton Plaster — ALTAMONT CAPITAL MANAGEMENT, LLC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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