Nancy
Blackman
Parsec Financial
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About this Advisor
Nancy Blackman is a certified financial planner who works in Charlotte, North Carolina who has 8 years of industry experience. Blackman is currently employed by Parsec Financial. Throughout their career, they have worked at Parsec Financial Management Inc and Home. Blackman maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Parsec Financial is a financial advisory company headquartered in Asheville, NC. The company has offices in nine locations and a total of 76 advisors. It administers $4 billion in assets under management between its 6,580 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 6,580 client accounts, 49% belong to high-net-worth clients who have at least $1 million in assets available to invest. Parsec Financial offers 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. Fees for financial management largely are based on the financial services. Fees charged by Parsec Financial likely consist 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
Nancy Blackman Work History
Nancy has been registered as a financial advisor for 8 years.*
Parsec Financial Management Inc
Parsec Financial Management Inc
Home
*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 Nancy Blackman 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
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
Asheville, NC
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.
