Dana
Carney

River Capital Advisors, Lc

CRD#7877863
Investment Advisor
in Jacksonville, FL

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About this Advisor

Dana Carney is a financial advisor based in Jacksonville, Florida, working with River Capital Advisors, Lc. Dana has previously held positions at River Capital Advisors, Lc, Full Time Student, University Of Georgia, and Florida State University. Dana is registered to provide services in Florida. Currently, Dana is part of River Capital Advisors, Lc, which operates out of Jacksonville, Florida. The firm has 6 employees and manages assets totaling $293.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at River Capital Advisors, Lc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5011 Gate Parkway Building 100, Suite 300
Jacksonville, FL 32256

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River Capital Advisors, Lc Brokerage Details

Total Assets Under Management

$293,612,744

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

666

FL Average: 2,474
Average Account Size

$440,860

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dana Carney Work History

2024 - Present (0 year)

Florida State University

2022 - Present (2 years)

River Capital Advisors, Lc

2019 - 2022 (3 years)

University Of Georgia

2011 - 2019 (8 years)

Full Time Student

Disclosures

Please visit the SEC profile of Dana Carney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at River Capital Advisors, Lc

Wesley Martin
Jacksonville, FL
Dana Carney
Jacksonville, FL
Robert Simon
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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