Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Parsons is a financial advisor with over 20 years of experience in the industry. David is registered with Old North State Wealth Management, LLC and holds a Series 6, 7 and 63 licenses as well as a Series 65 license for Investment Advisor Representatives. He is also a Certified Financial Planner, a Chartered Financial Consultant, and a Personal Financial Specialist. David has previously worked with several other firms, including J.W. COLE FINANCIAL, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, WESTPORT FINANCIAL SERVICES, L.L.C., HARTFORD EQUITY SALES COMPANY INC., and ONE SECURITIES CORP. David provides financial planning services, portfolio management for businesses and individuals, and investment related services for clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Third party adviser fees
1
2
NC
05/14/2019 - Present
OLD North State Wealth Management, LLC (WILMINGTON NC)
NC
02/16/2016 - 05/14/2019
J.W. COLE FINANCIAL, INC. (Wilmington NC)
FL
08/26/2003 - 03/02/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TARPON SPRINGS FL)
FL
12/18/2000 - 07/01/2003
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
CT
07/20/1999 - 09/27/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
GA
08/16/1996 - 02/05/1999
ONE SECURITIES CORP. (ATLANTA GA)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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