Denis
Curcio

About this Advisor

Denis Curcio is a certified financial planner located in Charlotte, North Carolina. Currently an advisor at Carroll Financial Associates Inc, Curcio has an impressive 21 years of experience as a registered investment advisor. Curcio maintains Series 63 and Series 66 licenses, which designate them as a securities agent. Curcio is registered to serve clients based out of North Carolina. Their career trajectory has included roles at Integrity Investments, Inc, Curcio Financial, Inc, Massmutual Financial Group, Mml Investors Services Inc, Financial Network, Carroll Financial Associates, Inc, Cetera Advisor Networks LLC and Reliance Trust Company. Carroll Financial Associates Inc is based out of Charlotte, North Carolina, and has four other locations in the nation. As a company, Carroll Financial Associates Inc manages $3 billion in assets dispersed across 6,259 client accounts and employs more than 43 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 5,848 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Carroll Financial Associates Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.