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Aaron Hedrick Parrish

LEVEL WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina
Clean recordLEVEL WEALTH MANAGEMENT LLC
204 MUIRS CHAPEL ROAD, GREENSBORO, NC 27410CRD# 5602021Firm CRD# 301381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Hedrick Parrish · GREENSBORO, NC
Registration
CRD #5602021 · LEVEL WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aaron Hedrick Parrish is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with LEVEL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEVEL WEALTH MANAGEMENT LLC
LEVEL WEALTH MANAGEMENT LLC
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LEVEL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5602021
Firm CRD# 301381
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron Hedrick Parrish offer?
Aaron Hedrick Parrish specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Aaron Hedrick Parrish's credentials?
Aaron Hedrick Parrish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Hedrick Parrish located?
Aaron Hedrick Parrish is based in GREENSBORO, North Carolina, working with LEVEL WEALTH MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Aaron Hedrick Parrish charge for services?
Aaron Hedrick Parrish's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVEL WEALTH MANAGEMENT LLC?
LEVEL WEALTH MANAGEMENT LLC has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
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