David Childs
CRD Number: 5145179
Current Firm: Spartan Planning Group
Compensation Model: Fee Only
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.
CRD# 4906373
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Company Name | Location | Dates | Years |
---|---|---|---|
Spartan Planning & Wealth Management | High Point, NC | Jan 2012 - Current | 12 |
The Oechsli Institute | Greensboro, NC | Sep 2010 - Current | 13 |
- GA
- NC
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts892ACCOUNTS
-
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
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