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James Canady Parker

Physicians Financial Services, Inc.

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About James Canady Parker

James Canady Parker is an Investment Advisor Representative with Physicians Financial Services, Inc. and THE Wealth Group, Ltd. James has been in the industry since November 2, 1999 and holds Series 63, 65, and 7 licenses as well as the SIE exam. James is a Personal Financial Specialist and has experience advising high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

Firm Information

James Parker is currently registered with Physicians Financial Services, Inc.. Physicians Financial Services, Inc. is a financial advisor registered with the SEC located in Raleigh, North Carolina. With over $363 million in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension plans, charitable organizations, and corporations.
Physicians Financial Services, Inc.

100 E. SIX FORKS ROAD

RALEIGH, NC 27609

$363.72M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Parker’s Registration & Firm History

NC

03/28/2017 - Present

Physicians Financial Services, Inc. (Goldsboro NC)

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Licenses & Designations

IA

Issued 11/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Canady Parker.
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