David
Belk
Carolina Financial Advisors, Inc
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About this Advisor
David Belk is a financial advisor based in Greensboro, North Carolina, working with Carolina Financial Advisors, Inc. David has previously held positions at Self Employed Ins Sales, Belk & Assoc Inc Dba Belk Financial Group, Financial Security Management, Inc, and Old North State Trust Company. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina, Texas, and Virginia. Currently, David is part of Carolina Financial Advisors, Inc, which operates out of Greensboro, North Carolina. The firm has 6 employees and manages assets totaling $175.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Carolina Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carolina Financial Advisors, Inc Brokerage Details
$174,978,216
6
400
$437,446
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
David Belk Work History
Old North State Trust Company
Self Employed Ins Sales
Belk & Assoc Inc Dba Belk Financial Group
Financial Security Mangement, Inc
Disclosures
Please visit the SEC profile of David Belk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carolina Financial Advisors, Inc
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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