Parsec Financial is pleased to be recognized in a list of the top 100 RIA firms, according to Forbes. Parsec was ranked 77th, including the 1st and only firm in North Carolina.
in Parsec News
Parsec Financial is proud to announce that Charlotte-based Financial Advisor Bradley Burk has received his Certified Financial Planner™ certification.
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
Harli Palme, Parsec’s chief operating officer and chief compliance officer, was recently promoted to president.
Charlotte Business Journal Ranks Parsec Financial in 2022 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
When it comes to your investment portfolio, I’ll bet you can think of all sorts of reasons it’s underperforming: the market, the holdings, the economy, geopolitics, the current lunar phase. But have you considered that your portfolio’s biggest enemy might be the one you see in the mirror?
Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec. Of the 86 financial advisors recognized in WNC, Boyer was ranked the #2 advisor from Asheville, behind Parsec Partner Roger James. Forbes’ lists are curated
Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a partner at Parsec and serves as Parsec’s director of trust services. Of the 86 financial advisors recognized in WNC, Roger was ranked the #1 advisor
Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.