Denis
Curcio

Wealth Enhancement Advisory Services, LLC

CRD#2655577
Investment Advisor
in Charlotte, NC

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About this Advisor

Denis Curcio is a financial advisor based in Charlotte, North Carolina, working with Wealth Enhancement Advisory Services, LLC. Denis has previously held positions at Cetera Advisor Networks LLC, Reliance Trust Company, Carroll Financial Associates, Inc, Lpl Financial LLC, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Brokerage Services, and Wealth Enhancement Group. Denis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana, North Carolina, South Carolina, and Texas. Currently, Denis is part of Wealth Enhancement Advisory Services, LLC, which operates out of Charlotte, North Carolina. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4521 Sharon Road Suite 400
Charlotte, NC 28211

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

NC Average: $5,289,111,388
Total Number of Accounts

154,394

NC Average: 8,262
Average Account Size

$466,499

NC Average: $640,173

Investment Advisory Services

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

Denis Curcio Work History

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Wealth Enhancement Advisory Services LLC

2021 - Present (3 years)

Wealth Enhancement Brokerage Services

2021 - Present (3 years)

Wealth Enhancement Group

2015 - 2021 (6 years)

Cetera Advisor Networks LLC

2014 - 2021 (7 years)

Carroll Financial Associates, Inc

2013 - 2014 (1 year)

Reliance Trust Company

Disclosures

Please visit the SEC profile of Denis Curcio 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 Wealth Enhancement Advisory Services, LLC

Lorraine Devito
Singer Island, FL
Anne Ohara
Los Angeles, CA
Peter Demartino
Los Angeles, CA
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Kendra Baranko
Minneapolis, MN

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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