Official press released from Parsec Financial.
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.
Parsec Financial is proud to announce that Charlotte-based Financial Advisor Bradley Burk has received his Certified Financial Planner™ certification.
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 featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
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 …
Travis Boyer Named “Best-In-State” Wealth Advisor by Forbes Read More »
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 …
Roger James Once Again Named “Best-In-State” Wealth Advisor by Forbes Read More »
Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2021 RIA ranking. Of the 607 firms included, Parsec ranked #135, including #3 of the 16 N.C. firms represented.
Charlotte Business Journal featured Parsec Financial in both of its 2021 lists of largest Charlotte-area wealth management firms and financial planning firms.
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