Aaron H. Parrish

LEVEL WEALTH MANAGEMENT LLC

GREENSBORO, NC 27408

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CRD#: 5602021

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.

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.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Social Security Planning

Do you have an area of expertise or specialization?

Baby Boomers

Charitable Giving

Corporate Executives

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Aaron Parrish

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Hedrick Parrish's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 1, 2019 - Present

LEVEL WEALTH MANAGEMENT LLC

Office #1: 701 Green Valley Rd Suite 100, Greensboro, NC 27408

RIA

CRD#: 301381

GREENSBORO, NC

Past

August 7, 2012 - March 5, 2019

TRIAD FINANCIAL ADVISORS, INC.

RIA

CRD#: 118583

GREENSBORO, NC

Past

August 6, 2012 - May 23, 2013

OSAIC WEALTH, INC.

CRD#: 23131

GREENSBORO, NC

Past

July 11, 2011 - August 7, 2012

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

WILMINGTON, DE

Past

July 11, 2011 - August 7, 2012

REALTA EQUITIES, INC.

CRD#: 23769

GREENSBORO,, NC

Past

June 18, 2009 - January 29, 2010

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

RALEIGH, NC

Past

April 28, 2009 - January 29, 2010

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

RALEIGH, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEVEL WEALTH MANAGEMENT LLC

LEVEL WEALTH MANAGEMENT | LEVEL WEALTH MANAGEMENT LLC

CRD#: 301381 / SEC#: 801-126572

RIA

Registered Investment Advisory firm - (9/19/2022 Approved)

North Carolina

Registered Investment Advisory firm - (9/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(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

State Security Law Exam

IAR

Series 66

Date: 6/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/27/2009

General Securities Representative Examination

Current Firm

LEVEL WEALTH MANAGEMENT LLC

LEVEL WEALTH MANAGEMENT | LEVEL WEALTH MANAGEMENT LLC

CRD#: 301381 / SEC#: 801-126572

RIA

Registered Investment Advisory firm - (9/19/2022 Approved)

North Carolina

Registered Investment Advisory firm - (9/21/2022 Terminated)

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Contact information

Main Address

701 Green Valley Rd Suite 100, Greensboro, NC 27408

Mailing Address

Phone number

(336) 355-1432

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (10/1/2025)

Regulatory assets under management

Total Number of Accounts	372
AUM (Assets Under Management)	$ 181,725,611

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Aaron H. Parrish

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Hedrick Parrish's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD FINANCIAL ADVISORS, INC.

OSAIC WEALTH, INC.

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

LEVEL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2009

Series 7

Date: 4/27/2009

Current Firm

LEVEL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEVEL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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