Judson
Meinhart

Parsec Financial

CRD#6484838
Investment Advisor
in Winston Salem, NC

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About this Advisor

Judson Meinhart is a certified financial planner who works in Winston Salem, North Carolina with a total of 5 years of industry experience. Meinhart is an employee of Parsec Financial. Throughout their career, they have worked at Sterling Financial Advisors, LLC, Animal Rescue League Of Berks County, Olivet Boys And Girls Club Of Berks County Pa, Rkl Wealth Management LLC and Parsec Financial Management. Meinhart has a Series 65 license, designating them as an investment advisor representative, and is able to operate in North Carolina and Texas. Parsec Financial is an advisory company based in Asheville, NC. The investment advisory business has offices in nine locations and a total of 76 financial advisors. It administers $4 billion in assets under management across its 6,580 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 6,580 customer accounts, 49% are associated with high-net-worth clients who have greater than $1 million in investable assets. Parsec Financial provides a number 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. A financial advisor's fee schedules usually depend on the financial services provided. Fees billed by Parsec Financial can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4400 Silas Creek Parkway
Winston Salem, NC 27104

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Parsec Financial Brokerage Details

Total Assets Under Management

$3,745,709,001

NC Average: $3,625,019,099
Total Number of Employees

76

NC Average: 22
Total Number of Accounts

6,580

NC Average: 1,917
Average Account Size

$569,257

NC Average: $1,890,985

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

Judson Meinhart Work History

Judson has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Parsec Financial Management

2018 - 2021 (3 years)

Parsec Financial Management

2016 - 2018 (2 years)

Rkl Wealth Management LLC

2015 - 2015 (< 1 year)

Sterling Financial Advisors, LLC

2015 - 2015 (< 1 year)

Sterling Financial Advisors, LLC

2013 - 2015 (2 years)

Animal Rescue League Of Berks County

2003 - 2013 (10 years)

Olivet Boys And Girls Club Of Berks County 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 Judson Meinhart 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 Parsec Financial

Hilary Daniel
Asheville, NC
Roger James
Asheville, NC
Harli Palme
Asheville, NC
Jessie Goodwin
Asheville, NC
Travis Boyer
Asheville, NC
Elizabeth Cunagin
Asheville, NC
Anna Bruder
Asheville, NC
Sarah Dergarabedian
Asheville, 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.

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