Unclaimed Profile

David Childs

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina

Clean record13 years registeredSPARTAN PLANNING & WEALTH MANAGEMENT, LLC

1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 5145179Firm CRD# 166599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Childs · GREENSBORO, NC

Registration

CRD #5145179 · SPARTAN PLANNING & WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SPARTAN PLANNING GROUP

Jan 2013 – present

Registrations & Exams

Registration record

First registered · January 25, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

CRD 166599 · SEC 801-118622

AUM

$280M

Regulatory assets under management

Employees

892 client accounts

Services offered by SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPARTAN PLANNING & WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Childs offer?

David Childs specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are David Childs's credentials?

David Childs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Childs located?

David Childs is based in GREENSBORO, North Carolina, working with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does David Childs charge for services?

David Childs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPARTAN PLANNING & WEALTH MANAGEMENT, LLC?

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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