David BelkCRD Number: 3048030
Current Firm: Financial Security Advisory Inc.
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Greensboro, NC and has over 19 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Financial Security Mangement, Inc.||Virginia Beach, VA||Nov 2000 - Current||17|
|Belk & Assoc Inc Dba Belk Financial Group||Greensboro, NC||Sep 1989 - Current||28|
|Self Employed Ins Sales||Greensboro, NC||Aug 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management547MILLIONS
Total Number of Accounts3,700ACCOUNTS
Average Account Value$147,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA