James
Parker
Physicians Financial Services, Inc
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About this Advisor
James Parker is a personal financial specialist based out of Goldsboro, North Carolina with 6 years of industry experience. Parker is on the advisory team at Physicians Financial Services, Inc. Their career trajectory has included roles at Parker & Parker, Pa, Capital Investment Group, Inc, The Wealth Group, LTD and Physicians Financial Services. Parker holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Physicians Financial Services, Inc is a business operating out of Raleigh, NC. The company has a total of six advisors. It handles $306 million in assets under management between its 512 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 512 client accounts, 41% are associated with high-net-worth investors who have at least $1 million in investable assets. Physicians Financial Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on the financial services offered. However, fees billed by Physicians Financial Services, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Physicians Financial Services, Inc Brokerage Details
$306,045,086
6
512
$597,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Parker Work History
James has been registered as a financial advisor for 6 years.*
Physicians Financial Services
The Wealth Group, LTD
Capital Investment Group, Inc
Parker & Parker, Pa
*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 James Parker 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 Physicians Financial Services, Inc
Raleigh, NC
Goldsboro, 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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