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.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Zuraw Financial Advisors, LLC
|Financial Security Mangement, Inc.||Virginia Beach, VA||Nov 2000 - Current||16|
|Belk & Assoc Inc Dba Belk Financial Group||Greensboro, NC||Sep 1989 - Current||27|
|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