Aaron Parrish has been President and CCO of Level Wealth Management since March 2019, is a control person of the firm and directly owns 75% or more of it. Aaron Parrish studied at Appalachian State University.
Level Wealth Management LLC is a Greensboro, NC firm with $237M under management, 94 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Aaron Parrish started Level Wealth Management. Before that he was recruited by BB&T's Private Banking Division to join its Financial Planning Analyst team, and later became a Vice President and Senior Financial Advisor at Triad Financial Advisors. He has also taught retirement planning courses at colleges and universities across Central North Carolina.
Aaron Parrish’s longest registration is the current one, 7 years at Level Wealth Management since 2019. Before joining Level Wealth Management in 2019, Aaron Parrish was registered through Triad Financial Advisors, Inc. and Donnelly Steen & Company.
- Level Wealth Management LLCCurrent– present · 7 yearsGreensboro, NC · Adviser representative · Firm CRD 301381
- Triad Financial Advisors, Inc.– · 6 yearsGreensboro, NC · Adviser representative · Firm CRD 118583
- Donnelly Steen & Company– · 1 yearWilmington, DE · Adviser representative · Firm CRD 134952
- BB&T Investment Services, Inc.– · under a yearRaleigh, NC · Adviser representative · Firm CRD 33856
Professional designations
Listed by Level Wealth Management
- CFP®
- TPCP®
Investment adviser representative registrations
Aaron Parrish is registered as an investment adviser representative in North Carolina, since April 2019.
- North CarolinaSince 1 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 June 2009 |
| Series 7 | General Securities Representative Examination | 27 April 2009 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Hedrick Parrish
- CRD
- 5602021
- Firm
- Level Wealth Management · CRD 301381
- Role
- President and CCO
- Office
- 701 GREEN VALLEY RD, SUITE 100, Greensboro, NC 27408
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- levelwm.com
Where does Aaron Parrish work?
Aaron Parrish has been President and CCO of Level Wealth Management LLC since March 2019, and is a control person of the firm.
Is Aaron Parrish a financial advisor?
Yes. Aaron Parrish has a current investment-adviser registration in North Carolina, through Level Wealth Management since April 2019.
How many years of experience does Aaron Parrish have?
Aaron Parrish has 15 years in the financial industry, since December 2010, across 4 adviser firms.
What exams has Aaron Parrish passed?
Aaron Parrish has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2009.
Where did Aaron Parrish work before Level Wealth Management?
Before Level Wealth Management, Aaron Parrish was registered through Triad Financial Advisors, Inc., August 2012 to March 2019; Donnelly Steen & Company, July 2011 to August 2012; BB&T Investment Services, Inc., June 2009 to January 2010.
Where is Aaron Parrish based?
Aaron Parrish’s registered office is in Greensboro, NC.
Is Aaron Parrish registered with FINRA?
No. Aaron Parrish has no current broker registration.
Is Aaron Parrish a CFP?
Level Wealth Management lists Aaron Parrish with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Aaron Parrish’s record?
Search CRD 5602021 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Parrish’s full registration record.