Unclaimed Profile

David Lee Lillard

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

Clean recordSPARTAN PLANNING & WEALTH MANAGEMENT, LLC

1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 7706679Firm CRD# 166599

Profile Verification

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

Identity

David Lee Lillard · GREENSBORO, NC

Registration

CRD #7706679 · SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Lee Lillard is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

SPARTAN PLANNING GROUP

AUM

$280M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7706679

Firm CRD# 166599

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lee Lillard offer?

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

What are David Lee Lillard's credentials?

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

Where is David Lee Lillard located?

David Lee Lillard 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 Lee Lillard charge for services?

David Lee Lillard'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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