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David Lynn Foulk

Core Advisory Group

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About David Lynn Foulk

David Foulk is an investment advisor representative registered with Core Advisory Group. David has been in the industry since 2001 and has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. David is also registered as an investment advisor representative in Indiana, North Carolina, South Carolina, Texas, and Virginia. He is a Series 6, Series 63, Series 65, and SIE licensed professional. David's specialties include providing financial advice and portfolio management services to individuals, businesses, and pension plans. David Foulk is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.

Firm Information

David Foulk is currently registered with Core Advisory Group. Core Advisory Group is a registered investment advisor headquartered in Rock Hill, SC. With approximately $238 million in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning and portfolio management services and participate in wrap fee programs.
Core Advisory Group

744 ARDEN LANE

ROCK HILL, SC 29732

$238.22M

Assets Under Management

23

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Foulk’s Registration & Firm History

NC

04/12/2021 - Present

Core Advisory Group (Charlotte NC)

NC

04/16/2001 - 07/06/2010

EQUITY SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/24/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lynn Foulk.
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