Unclaimed Profile

William Steven Hansen

PARSEC FINANCIAL MANAGEMENT INC·ASHEVILLE, North Carolina

Series 7, Series 66Clean record22 years registeredPARSEC FINANCIAL MANAGEMENT INC

6 WALL ST, ASHEVILLE, NC 28801CRD# 4251129Firm CRD# 104919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Steven Hansen · ASHEVILLE, NC

Registration

CRD #4251129 · PARSEC FINANCIAL MANAGEMENT INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARSEC FINANCIAL MANAGEMENT INC

MODERA WEALTH MANAGEMENT, LLC

Apr 2023 – Jan 2025

ASHEVILLE, NC

PARSEC FINANCIAL

Oct 2003 – Apr 2023

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 23, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARSEC FINANCIAL MANAGEMENT INC

CRD 104919 · SEC 801-16359

AUM

$3.7B

Regulatory assets under management

Employees

6,580 client accounts

Services offered by PARSEC FINANCIAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARSEC FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does William Steven Hansen offer?

William Steven Hansen specializes in Financial Planning, Investment Management, Wealth Management.

What are William Steven Hansen's credentials?

William Steven Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Steven Hansen located?

William Steven Hansen is based in ASHEVILLE, North Carolina, last registered with PARSEC FINANCIAL MANAGEMENT INC.

How does William Steven Hansen charge for services?

William Steven Hansen'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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