David Damm, financial advisor Greenville NC

David Damm

CRD Number: 3090486
Current Firm: Carolina Wealth Management, Inc.

David Damm (CRD# 3090486) is an Investment Advisor Representative working at Carolina Wealth Management, Inc. in Greenville, NC and has over 3 years of experience in the finance industry.

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Level Four Advisory Services
Company Name Location Dates Years
Carolina Wealth Management, Inc. Greenville, NC Apr 2004 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for David R. Damm
Phone Number: 252-439-1344
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    323
    MILLIONS
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $316,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, FL, GA, NC, SC, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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