David R. Balok is a highly experienced and independent financial advisor based in Greenville, South Carolina. With over a decade of experience, David and his team specialize in creating personalized wealth management plans and retirement income strategies for high net worth retirees, corporate executives, families, and small business owners. As an independent advisor affiliated with LPL Financial, the largest independent broker dealer in the nation, David is able to prioritize his clients' best interests without any obligations to banks, Wall Street brokerage houses, or proprietary product providers. His approach to investment portfolio management is rooted in careful account planning, risk minimization, disciplined professional money management, and tax efficiency.
David R. Balok is a Registered Representative with LPL Financial, offering securities and advisory services. He is also a Dave Ramsey Endorsed Local Provider (ELP) for Long Term Care Insurance, as well as a proud member of the Dave Ramsey SmartVestor program. With a commitment to providing comprehensive financial solutions, David is dedicated to helping his clients achieve their retirement goals and secure their financial future.
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