Aaron Hedrick Parrish
CFP®Professional Summary
Aaron Hedrick Parrish, CFP®, who also goes by Aaron Parrish, is a registered financial advisor currently at LEVEL WEALTH MANAGEMENT LLC located in Greensboro, North Carolina. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Aaron has worked at 6 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
Biography
When not working, Aaron and his wife Martha avidly travel with their two young children, Bradford (5) and Dottie (1). Besides traveling, Aaron loves reading, being an “animal saver” with Bradford and when presented, the occasional beach volleyball game.
Other Aliases
Aaron Parrish
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
LEVEL WEALTH MANAGEMENT | LEVEL WEALTH MANAGEMENT LLC
Contact Information
Main Address
701 Green Valley Rd Suite 100, Greensboro, NC 27408Phone Number
(336) 355-1432# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
432AUM (Assets Under Management)
$236,530,307Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
LEVEL WEALTH MANAGEMENT | LEVEL WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(4/1/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron Hedrick Parrish's CRS (Customer Relationship Summary).
Services Offered by Aaron
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
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ZURAW FINANCIAL ADVISORS, LLC
