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Joseph Lee Parker

Triangle Wealth Management

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About Joseph Lee Parker

Joseph Lee Parker is an investment advisor representative with Triangle Wealth Management. Joseph Lee Parker is registered with the state of North Carolina. Joseph Lee Parker has been in the industry since 1986. Triangle Wealth Management is a registered investment advisor with the state of North Carolina. Triangle Wealth Management provides financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Joseph Parker is currently registered with Triangle Wealth Management. Triangle Wealth Management is an investment advisor headquartered in Raleigh, NC. The firm manages approximately $1 billion to $10 billion in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer portfolio management services for individuals and businesses, as well as educational seminars.
Triangle Wealth Management

1301 ANNAPOLIS DRIVE

RALEIGH, NC 27608

$1.11B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Joseph Parker’s Registration & Firm History

NC

05/28/2009 - Present

Triangle Wealth Management (RALEIGH NC)

NC

09/22/2000 - 10/15/2018

TRIANGLE SECURITIES, LLC (RALEIGH NC)

MO

10/01/1999 - 09/22/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

04/25/1986 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/23/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Lee Parker.
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