Joseph
Parker
Carolina Wealth Management, Inc
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About this Advisor
Joseph Parker is a financial advisor working in Greenville, North Carolina, who has 3 years of industry experience. Parker is on the advisory team at Carolina Wealth Management, Inc. During their career, the advisor has held roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, First Citizens Bank and Carolina Wealth Management, Inc. Parker holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Carolina Wealth Management, Inc is a financial advisory company headquartered in Greenville, NC. It has offices in two locations and a total of eight people on staff. It handles $516 million in assets between its 522 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 522 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The company offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on the type of financial services offered. However, fees charged by Carolina Wealth Management, 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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Carolina Wealth Management, Inc Brokerage Details
$515,883,273
8
522
$988,282
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Parker Work History
Joseph has been registered as a financial advisor for 3 years.*
Carolina Wealth Management, Inc
First Citizens Bank
Cuna Mutual Group
Cuna Brokerage Services, 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 Joseph 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 Carolina Wealth Management, Inc
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, NC
Greenville, 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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