Aaron Hedrick Parrish

Employer firm

Level Wealth Management LLC CRD 301381

$237M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 03/2019
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 03/2019 → Present
  Level Wealth Management Llc
  Greensboro, NC

Previous Registrations

• 2012-08-07 → 2019-03-05
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 2011-07-11 → 2012-08-07
  Realta Investment Advisors, Inc
  Wilmington, DE
• 2009-06-18 → 2010-01-29
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2009-06-11

Designations

• Certified Financial Planner

Other Names

• Aaron Hedrick Parrish
• Aaron Parrish