Parsec Financial Home : Site Map : Contact Us    LOGIN
About Us Services Team News Parsec Prize Contact Us Contact Us
PlanOnIt

About Us
Following are links to Charles Schwab, Fidelity Investments and T.D. Ameritrade, the three custodians at which the majority of our client assets are held.

CLIENT LOGIN SITES

Schwab:                     www.schwaballiance.com
Fidelity:                      www.fidelityaccountview.com
T.D. Ameritrade:         www.advisorclient.com

PUBLIC SITES

www.schwab.com
www.fidelity.com
www.tdameritrade.com
www.nationaladvisorstrust.com

OTHER HELPFUL SITES

www.bloomberg.com

 

 

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

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

PINEHURST OFFICE
140-B SW Broad Street
Southern Pines, NC 28387

Tel: 910-684-8054