We use a tier method to determine compensation and a fee for financial planning. Also do consulting work and senior services on an hourly basis.
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
David Gray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Management, LLC in Greensboro, NC and the surrounding communities.
Financial Advisor Overview
Comprehensive financial planning and asset management.
Over 40 years experience working as a financial planner and wealth management specialist. Received Certified Financial Planner designation in 1980. Started Capital Management, LLC in 1980 as an independent Registered Investment Advisor
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Greensboro, NC area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.