Denis Curcio is a CFP-designated registered investment advisor, based in Charlotte, NC, with 26 years of industry experience.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Denis operates his LPL business under the DBA Wealth Enhancement Group and provides investment advisory services through Wealth Enhancement Advisory Services LLC, spending nearly full-time on this activity. Denis also sells non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Curcio Financial, INC.
Integrity Investments, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.