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Dana Bailey Levering

NCP MANAGEMENT HOLDINGS, INC.·BIRMINGHAM, Alabama
Unclaimed Profile
2101 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205CRD# 6018060Firm CRD# 160075
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About

Dana Bailey Levering is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with NCP MANAGEMENT HOLDINGS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
NCP MANAGEMENT HOLDINGS, INC.
NEW CAPITAL PARTNERS
AUM
$355M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at NCP MANAGEMENT HOLDINGS, INC. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: OPERATING, SALES AND DATA ANALYSIS MGMT FEES FROM PORTFOLIO COMP
Regulatory
SEC/IARD CRD# 6018060
Firm CRD# 160075
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dana Bailey Levering offer?
Dana Bailey Levering specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Dana Bailey Levering's credentials?
Dana Bailey Levering is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Bailey Levering located?
Dana Bailey Levering is based in BIRMINGHAM, Alabama, working with NCP MANAGEMENT HOLDINGS, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Dana Bailey Levering charge for services?
Dana Bailey Levering's firm is compensated through percentage of aum, performance-based fees, other: operating, sales and data analysis mgmt fees from portfolio comp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NCP MANAGEMENT HOLDINGS, INC.?
NCP MANAGEMENT HOLDINGS, INC. has approximately 11 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NCP MANAGEMENT HOLDINGS, INC.

James Brawner Little
BIRMINGHAM, AL
James Kendall Outland
BIRMINGHAM, AL

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Research
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