UBS Financial Services
47yrs
Top advisor by experience in Greensboro
17yrs
Aaron Parrish
Full name on record: Aaron Hedrick Parrish
Financial advisor at Level Wealth Management
Aaron Parrish is a fiduciary financial advisor in Greensboro, North Carolina, with 17 years in the industry. After seven years at Triad Financial Advisors and a year at Realta Investment Advisors, Aaron joined Level Wealth Management in 2019, a firm offering financial planning and investment management. Aaron holds the CFP® designation.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 59% of advisors in North Carolina
Office701 Green Valley Rd Suite 100, Greensboro, NC 27408
How the firm is paid ?Flat fee
Typical client at the firm ?$2.52 million
Advisors at the firm3
States licensed ?1 state
Services through Level Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowLevel Wealth Management LLCCurrent firm
- 2012 – 2019Triad Financial Advisors, Inc.Previously
- Jul 2011 – Aug 2012Realta Investment Advisors, Inc.Previously
- Jun 2009 – Jan 2010BB&t Investment Services, Inc.Previously
Contact Aaron
(336) 355-1432Level Wealth Management main office 701 Green Valley Rd Suite 100Greensboro, NC 27408Office · Get directions Facebook pageLevel Wealth Management
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Level Wealth Management at (336) 355-1432 and ask for Aaron Parrish. Aaron works from the Greensboro, NC office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2009, about 17 years. More experience than 59% of advisors in North Carolina.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Level Wealth Management reports being paid by flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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