JP
JP

Joseph Lee Parker

39 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
534 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1301 Annapolis Drive, Raleigh, NC, 27608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Triangle Wealth Management
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Triangle Securities, LLC
January 2006 - December 2010 · 4 yrs 11 mos
Triangle Securities, LLCBroker
September 2000 - October 2018 · 18 yrs 1 mo
First Union Securities, INC.Broker
October 1999 - September 2000 · 11 mos
First Union Capital Markets CORP.Broker
April 1986 - October 1999 · 13 yrs 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.