Jamie
Parker

Fnb Wealth Management

CRD#4458801
Investment Advisor
in Charlotte, NC

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About this Advisor

Jamie Parker is a financial advisor based in Charlotte, North Carolina, working with Fnb Wealth Management. Jamie has previously held positions at Wells Fargo Clearing Services LLC, Pnc Capital Markets, LLC, Pnc Bank, Fnb Wealth Management, and Vining Sparks. Jamie has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Jamie is part of Fnb Wealth Management, which operates out of Charlotte, North Carolina. The firm has 15 offices and 51 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fnb Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

401 South Graham Street
Charlotte, NC 28202

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Fnb Wealth Management Brokerage Details

Total Assets Under Management

$6,344,187,219

NC Average: $15,833,994,310
Total Number of Employees

51

NC Average: 41
Total Number of Accounts

1,186

NC Average: 3,342
Average Account Size

$5,349,230

NC Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jamie Parker Work History

2024 - Present (0 year)

Fnb Wealth Management

2020 - 2023 (3 years)

Pnc Capital Markets, LLC

2020 - 2023 (3 years)

Pnc Bank

2018 - 2020 (2 years)

Wells Fargo Clearing Services LLC

2005 - 2018 (13 years)

Vining Sparks

Disclosures

Please visit the SEC profile of Jamie 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 Fnb Wealth Management

Gavin Howe
State College, PA
Andrew Cipro
Pittsburgh, PA
Brian Wildman
Greensboro, NC
Philip Bartels
Pittsburgh, PA
Dennis Fisher
State College, PA
Collin Crawford
State College, PA
Michael Saghy
Raleigh, NC
Kristen Ventre
York, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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