Spartan Planning Group
Spartan Planning Group (CRD# 166599) is a financial advisory firm headquartered in Greensboro, NC. They manage $279,661,224 in 892 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management280MILLION
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Total Number of Accounts892ACCOUNTS
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Average Account Value$313,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, NC
David Childs (CRD# 5145179) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has 10 years of experience in the finance industry. David Childs has taken additional exams to become a Certified Financial Planner (CFP®).
David specializes in helping You Achieve Clarity & Confidence in Your Financial Journey.
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 puts clients' interests first and comply with the Financial Planning Practice Standards.
Ira Ross (CRD# 722300) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has over 43 years of experience in the finance industry.
Richard Dexter (CRD# 7820173) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has 1 year of experience in the finance industry.
Eric Warren (CRD# 7213119) is an Investment Advisor Representative working at Spartan Planning Group in Hendersonville, NC and has over 4 years of experience in the finance industry.