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PARSEC FINANCIAL MANAGEMENT INC
PARSEC FINANCIAL MANAGEMENT INC
PARSEC FINANCIAL
ASHEVILLE, North Carolina
·
5 registered advisors
·
CRD# 104919
SEC# 801-16359
9
(828) 255-0271
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
76
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PARSEC FINANCIAL MANAGEMENT INC
5 registered advisors
Gregory David James
ASHEVILLE, North Carolina
CRD# 1625754
Michael John Ziemer
ASHEVILLE, North Carolina
CRD# 4037606
Roger Allen James
ASHEVILLE, North Carolina
CRD# 5342157
Travis Lee Boyer
ASHEVILLE, North Carolina
CRD# 5413695
William Steven Hansen
ASHEVILLE, North Carolina
CRD# 4251129
05
Office Locations
ASHEVILLE, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. PARSEC FINANCIAL MANAGEMENT INC (CRD# 104919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.