David Parsons
David Parsons is a CFP, ChFC, PFS-designated registered investment advisor at Old North State Wealth Management, LLC, based in Captiva, FL, with 28 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 502 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Certain clients who maintained pre-existing relationships with Investment Advisor Representatives (IARs) prior to their association with the Firm may pay a different fee to Old North. Fees are negotiable.
Fee Estimator
Location
Captiva, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent selling fixed insurance, life insurance, and annuities since 2008, dedicating minimal time to this activity. He is also a Founding Principal at Wall Street Alliance, Inc., spending nearly full-time hours marketing investment-related securities, and serves as CEO & Personal Financial Specialist at Old North State Wealth Management, focusing on financial planning, insurance, and investment portfolios.
Employment History
Current Registrations
Old North State Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Westport Financial Services, L.L.C.Broker
Hartford Equity Sales Company INC.Broker
One Securities CORP.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.