David Lee Lillard
Passive OwnerSpartan Planning & Wealth Management, LLCCRD 7706679
About David Lee Lillard
David Lee Lillard is listed as Passive Owner at Spartan Planning & Wealth Management, LLC in Greensboro, NC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Spartan Planning & Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Lee Lillard work?
David Lee Lillard is listed as Passive Owner at Spartan Planning & Wealth Management, LLC on SEC Form ADV.
How much of Spartan Planning & Wealth Management, LLC does David Lee Lillard own?
Form ADV reports a beneficial ownership band of Under 5%.
Spartan Planning & Wealth Management, LLC
| Title | Passive Owner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2018 |