Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nobles is a financial advisor with Geneos Wealth Management, Inc. He has been in the industry since 1991 and holds Series 7, 24, 51, 63, and 65 licenses. David is a Certified Financial Planner and offers a range of services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. He is also a registered representative with Geneos Wealth Management in North Carolina and Texas. David specializes in helping clients with charitable organizations, high net worth individuals, and corporations or other businesses. David is also involved with Cape Fear Industries as Chairman of the Real Estate Committee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
01/18/2007 - Present
Geneos Wealth Management, Inc. (FAYETTEVILLE NC)
NC
06/26/1991 - 04/05/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (FAYETTEVILLE NC)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Nobles is the right advisor for you? Invested Better is here to help.
