Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. (CRD# 118823) is a financial advisory firm headquartered in Greensboro, NC. They manage $174,978,216 in 400 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management175MILLION
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Total Number of Accounts400ACCOUNTS
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Average Account Value$437,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Market timing services
- Educational seminars/workshops
NC, SC, TX, VA
David Belk (CRD# 3048030) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 25 years of experience in the finance industry. David Belk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Jones (CRD# 4339592) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 22 years of experience in the finance industry. Christopher Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Poland (CRD# 4677832) is an Investment Advisor Representative working at Carolina Financial Advisors, Inc. in Greensboro, NC and has over 20 years of experience in the finance industry.