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Dana Wallace Gower

CHARIOT ADVISORS, LLC·CARY, North Carolina
CHARIOT ADVISORS, LLC
1135 KILDAIRE FARM RD., CARY, NC 27511CRD# 3270042Firm CRD# 146652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Wallace Gower · CARY, NC
Registration
CRD #3270042 · CHARIOT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Dana Wallace Gower is a registered financial advisor based in CARY, North Carolina, affiliated with CHARIOT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHARIOT ADVISORS, LLC
CHARIOT ADVISORS
AUM
$4M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHARIOT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PROJECT FEES FOR PLANNING
Regulatory
SEC/IARD CRD# 3270042
Firm CRD# 146652
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Wallace Gower offer?
Dana Wallace Gower specializes in Financial Planning, Investment Management. Contact their office in CARY, North Carolina for a consultation.
What are Dana Wallace Gower's credentials?
Dana Wallace Gower is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Wallace Gower located?
Dana Wallace Gower is based in CARY, North Carolina, working with CHARIOT ADVISORS, LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Dana Wallace Gower charge for services?
Dana Wallace Gower's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees for planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARIOT ADVISORS, LLC?
CHARIOT ADVISORS, LLC has approximately 1 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CORNELIUS (23)MATTHEWS (19)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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