David Nobles
David Nobles is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Fayetteville, NC, with 35 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
1315 Ft. Bragg Road, Fayetteville, NC, 28305
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Regulatory History
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 ActivitiesSells Insurance
David operates under the name Nobles Pound Financial Planning, owns rental properties through Pinecrest Place Properties LLC and Nobles Land LLC, and is an independent representative with various insurance carriers for fixed products. He is also the Chairman of the Real Estate Committee for Cape Fear Industries.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Titan Asset Management, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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