Unclaimed Profile

Wesley Mattox Boyce

NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, South Carolina

SIE, Series 7, Series 63, Series 66CFPClean record20 years registeredNACHMAN NORWOOD & PARROTT, INC.

1116 SOUTH MAIN STREET, GREENVILLE, SC 29601-3300CRD# 3126947Firm CRD# 293199

Profile Verification

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

Identity

Wesley Mattox Boyce · GREENVILLE, SC

Registration

CRD #3126947 · NACHMAN NORWOOD & PARROTT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jul 2021 – present

NACHMAN NORWOOD & PARROTT, INC.

May 2018 – Nov 2021

GREENVILLE, SC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2013 – May 2018

GREENVILLE, SC

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

Jun 2009 – Aug 2013

GREENVILLE, SC

ELLIOTT DAVIS INVESTMENT ADVISORY SERVICES, LLC

Mar 2007 – Jun 2009

GREENVILLE, SC

RAYMOND JAMES & ASSOCIATES, INC.

Dec 2005 – Feb 2007

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · December 1, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NACHMAN NORWOOD & PARROTT, INC.

CRD 293199 · SEC 801-112837

AUM

$2.0B

Regulatory assets under management

Employees

2,979 client accounts

Services offered by NACHMAN NORWOOD & PARROTT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NACHMAN NORWOOD & PARROTT, INC. →

Introduction

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Frequently Asked Questions

What services does Wesley Mattox Boyce offer?

Wesley Mattox Boyce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Wesley Mattox Boyce's credentials?

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

Where is Wesley Mattox Boyce located?

Wesley Mattox Boyce is based in GREENVILLE, South Carolina, working with NACHMAN NORWOOD & PARROTT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Wesley Mattox Boyce charge for services?

Wesley Mattox Boyce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NACHMAN NORWOOD & PARROTT, INC.?

NACHMAN NORWOOD & PARROTT, INC. has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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