Forbes Ranks Parsec Financial as a Top RIA Firm
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 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.
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 …
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 »
Sarah DerGarabedian, a Forbes Councils Member, writes that it’s important to remember WHY we invest, to look beyond the numbers to what they represent – your version of financial freedom.
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 is proud to announce that Roger A. James was recently recognized on Forbes’ 2021 list of best-in-state wealth advisors. Roger is a partner at Parsec and serves as Parsec’s director of trust. Of the 56 financial advisors recognized in WNC, Roger was ranked the #1 advisor from Asheville. Forbes’ lists are curated by SHOOK™ …
Parsec Financial Partner Roger James Named a “Best-In-State” Wealth Advisor by Forbes Read More »