How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Steven

ADVISOR PROFILE

Services Offered
Charitable Giving
Estate Planning Strategies
Retirement Planning Strategies

Real Estate Ownership; Commercial; 108 Zebulon Court -Office Address, , ** not provided **, N/A, 00000; / Commercial; 7741-F Market St, Wilmington, NC, , ** not provided **, N/A, 00000; 02/01/2014. Business Ownership; Other; Other; PO Box 7007Rocky Mount, NC 27804, , ** not provided **, N/A, 00000; 0 hours per month; / Other; Consulting; SDF, Inc. P O Box 7007; 108 Zebulon Ct - Physical address Rocky , Mount, NC 27804 Felton Consulting, Inc. PO Box 7007 Rocky Mount, ** not provided **, N/A, 00000; Not Investment-Related; 01/23/2017; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Felton; Steven; Ambassador; 300 W Morgan St, 12th Floor, , Durham, NC, 27702; Not Investment-Related; 05/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Felton; Steven; Board Member; 3400 N Wesleyan Blvd, , Rocky Mount, NC, 27804; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; sfeltondesigns; Painting pictures for people and turning some of them into notecards and giving all net proceeds to Duke Chilldrens Hospital; Same as on file, , ** not provided **, N/A, 00000; 01/01/2013; / Down East Partnership for Children; Chairman of Annual Fundraising Campaign; 215 Lexington Street, , Rocky Mount, NC, 27802; Not Investment-Related; 09/20/2021; 1 to 9 during trading hours; 1 to 9 hours per month.

FIRM INFORMATION

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Steven Daniel Felton

Experience: 39 years / 3 firms

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