David Belk
David Belk is a CFP-designated registered investment advisor at Carolina Financial Advisors, INC., based in Greensboro, NC, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 474 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carolina Financial Advisors charges an annual management fee based on the value of your portfolio. The exact percentage varies depending on the amount you invest.
Fees are charged at the end of each quarter.
Location
100 East Lake Dr., Suite 100, Greensboro, NC, 27403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent for Financial Security Group, Inc. selling life and health insurance, dedicating minimal time to this activity. He is also the President/Owner of Belk & Associates DBA Belk Financial Group, where he focuses on sales and management of life insurance, variable annuities, accident, health, Medicare supplement, and long-term care products, taking up nearly full-time hours.
Employment History
Current Registrations
Carolina Financial Advisors, INC.
Previous Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Securities America, INC.Broker
Intercarolina Financial Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.