Elizabeth
Cunagin
Parsec Financial
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About this Advisor
Elizabeth Cunagin is a certified financial planner operating in Asheville, North Carolina with 7 years of relevant experience. Cunagin is on the advisory team at Parsec Financial. Throughout their career, they have worked at Parsec Financial Management and Balentine. Cunagin has a Series 63 license, certifying them as a securities broker, and is able to advise clients in North Carolina and Texas. Parsec Financial is a registered investment firm that has its headquarters in Asheville, NC. It has offices in nine locations and a total of 76 advisors. It handles $4 billion in total assets among its 6,580 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 13 charitable organizations. Of its 6,580 customer accounts, 49% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a diverse set of services, such as 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 management largely depend on which services the firm provides the client. However, fees billed by Parsec Financial may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parsec Financial Brokerage Details
$3,745,709,001
76
6,580
$569,257
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
Elizabeth Cunagin Work History
Elizabeth has been registered as a financial advisor for 7 years.*
Parsec Financial Management
Parsec Financial Management
Balentine
*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 Elizabeth Cunagin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Asheville, NC
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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.
