David
Parsons
Old North State Wealth Management, LLC
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About this Advisor
David Parsons is a certified financial planner, chartered financial consultant and personal financial specialist working in Wilmington, North Carolina with a total of 4 years of industry experience. Parsons is an employee of Old North State Wealth Management, LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Wall Street Alliance Inc, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Old North State Wealth Management. Parsons holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Old North State Wealth Management, LLC is a registered investment company operating out of Wilmington, NC. It manages $266 million in total assets across its 885 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 885 client accounts, 20% belong to high-net-worth clients who have greater than $1 million in investable assets. Old North State Wealth Management, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on the type of financial services offered. Fees billed by Old North State Wealth Management, LLC can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Old North State Wealth Management, LLC Brokerage Details
$265,854,635
6
885
$300,401
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Parsons Work History
David has been registered as a financial advisor for 4 years.*
Old North State Wealth Management
Wall Street Alliance Inc
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Transamerica Financial Advisors, Inc
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Parsons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Old North State Wealth Management, LLC
Wilmington, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
