David Belk, CFP
Greensboro, North Carolina, 27408
Member Since 2006
We help our clients as we would want our families helped . We are wealth advisors that use professional money managers. We concentrate on the right strategies for our clients rather than on products which are mostly interchangable . Our service is designed to be proactive rather than reactive. Our business philosophy, while covering many facets, is quite simple. Most businesses have a Chief Financial Officer to help them manage their company\'s money, well, that\'s what I do for individuals and small corporations alike, I work as a personal CFO for my clients to help them accomplish their goals, enjoy more of what gives them fulfillment in life, and make work optional.
My Location
Background Information
Years of Financial Experience
- 21
Education
- University of North Carolina at Greensboro (BS in Management)
Certifications and Designations
- CFP®
Association Memberships
- SFSP
- NAIFA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment), Commissions (Insurance)
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment), Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Semi-Annually)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and semi-annually
- I review my clients' investment portfolios with them quarterly and semi-annually
Registration & Licensing
- CRD/IARD Number: 3048030
- Securities Registrations: Series 65, Series 63, Series 6, 26
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: Financial Security Advisory Inc
- Broker/Dealer: Financial Security Management
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Pension Plan Management
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Visit Website - http://www.gofsg.com
