Our Success Is Driven By Yours

ASHEVILLE

6 Wall Street
Asheville, NC 28801

PO Box 2324
Asheville, NC 28802

Tel: 828-255-0271
Toll Free: 888-877-1012
Fax: 828-255-8951

CHARLOTTE

Carillon Building
227 West Trade Street
Suite 1840
Charlotte, NC 28202

Tel: 704-334-0894
Toll Free: 877-727-7321
Fax: 704-334-9323

SOUTHERN PINES

140-B SW Broad Street
Southern Pines, NC 28387

Tel: 910-684-8054

 

Website Disclosure

This web site is for informational purposes only. Nothing on the web site should be considered to be investment or financial advice, nor does it constitute a solicitation or offer to sell securities or investment advisory services.

As a convenience to our users, we offer links to certain websites created and maintained by other public and/or private entities. We have no control over linked sites and cannot guarantee, or be held responsible for, materials found on other sites. Links to other websites do not imply that we endorse or recommend those sites.

 

Social Media Disclaimer

The content on our social media sites is to be used for informational purposes only and should not be construed as advice. Clients of Parsec Financial should call their advisor to get advice that addresses their specific situation. When we re-tweet, post or share third-party content or sites, it is to provide interesting information, but we are not endorsing the content of those providers. Parsec is not responsible for the content, services or products of third-party links.

 

Criteria for Inclusion

Medical Economics, "Best Financial Advisers," 2011

Criteria for inclusion:

  • Advisor should have a depth of knowledge about a broad range of financial issues, evidenced by credentials, such as CFP.
  • There should be a focus on physician business or the medical field.
  • Advisor should have a minimum of 10 years of experience.
  • Advisor should offer services to a broad geographic range.
  • In the past for inclusion the advisor must have been fee-based or fee-only.   Now inclusion is open to commission-based advisors.
  • Advisors should require $1 million or less as a minimum.
  • Advisors should be good standing' as evidenced by the national databases of the SEC and NASD.
  • Advisors selected for inclusion are not ranked against one another.

 

Wealth Manager, "Top Dog," 2001-2008

Criteria for inclusion:

  • Advisor should be a Registered Investment Advisor (RIA), with it's own IARD/CRD number.
  • Advisor must offer financial planning services.
  • Fifty percent of the firm's clients must meet the SEC's definition of "high net worth individuals."
  • Firm must not be a Trust company, bank or broker-dealer.
  • Eligible firms must enter submission to be included.
  • Eligible firms are ranked by assets under management, which includes all discretionary and non-discretionary assets.   Commission assets are ineligible.

 

Worth - The 250 Best Financial Advisers, "The Top Two-Fifty," July/August 2002

Criteria for inclusion:

"Selecting the best advisers from among the many standouts who counsel America's wealthy is no easy task. We start by accepting nominations from readers, industry associations, investment firms, and the advisers we know. Candidates are asked to complete an extensive survey detailing their backgrounds, professional designations, client-retention rates, and average portfolio returns. We also ask candidates for their best ideas about wealth management and study them carefully. Advisers in the running must submit a sample financial plan and two letters of recommendation. Registered investment advisers must also supply their services, fee structures, and disciplinary histories (this is a document that any prospective client should review). We verify credentials with industry associations and check backgrounds using the Lexis legal database to search court records."