DG
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
411 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B
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Advisor Information
Office location
120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a partner, officer, and/or director in several real estate organizations, including Hanes Mill Summit, LLC; Holly and Fourth, LLC; Plaza Parkway Properties, LLC; Club Oaks Partners, LLC; and Club Oaks Partners II, LLC.
Employment History
Current Registrations
Sheets Smith Wealth Management
February 2005 - Present · 20 yrs 11 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.