James Parker

from The Wealth Group, Ltd
SEC regulated
Regulated Investment Advisor
James Parker is a financial advisor based in North Carolina, Raleigh, with 48 years of experience. James currently works for The Wealth Group, Ltd. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Parker works at The Wealth Group, Ltd
The Wealth Group, Ltd is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $206,583,049 of assets under management and employs about 10 people. The Wealth Group, Ltd uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
100 E. Six Forks Road, Suite 200, Raleigh, North Carolina, 27609

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