Unclaimed Profile

Aaron Hedrick Parrish

LEVEL WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina

Series 7, Series 66CFPClean record17 years registeredLEVEL 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 · 17 years registered

Brand Profile

Not yet started

Career History

LEVEL WEALTH MANAGEMENT LLC

Apr 2019 – present

TRIAD FINANCIAL ADVISORS, INC.

Aug 2012 – Mar 2019

GREENSBORO, NC

DONNELLY STEEN & COMPANY

Jul 2011 – Aug 2012

WILMINGTON, DE

BB&T INVESTMENT SERVICES, INC.

Jun 2009 – Jan 2010

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 18, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVEL WEALTH MANAGEMENT LLC

CRD 301381 · SEC 801-126572

AUM

$124M

Regulatory assets under management

Employees

303 client accounts

Services offered by LEVEL WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEVEL WEALTH MANAGEMENT LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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