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Dana Coulter

BRC WEALTH MANAGEMENT, LLC·CONCORD, North Carolina
Clean recordBRC WEALTH MANAGEMENT, LLC
300 MCGILL AVE, CONCORD, NC 28027CRD# 7476307Firm CRD# 306360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Coulter · CONCORD, NC
Registration
CRD #7476307 · BRC WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dana Coulter is a registered financial advisor based in CONCORD, North Carolina, affiliated with BRC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
BRC WEALTH MANAGEMENT, LLC
BRC WEALTH MANAGEMENT, LLC
AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BRC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7476307
Firm CRD# 306360
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana Coulter offer?
Dana Coulter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, North Carolina for a consultation.
What are Dana Coulter's credentials?
Dana Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Coulter located?
Dana Coulter is based in CONCORD, North Carolina, working with BRC WEALTH MANAGEMENT, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Dana Coulter charge for services?
Dana Coulter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRC WEALTH MANAGEMENT, LLC?
BRC WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kimberly Ripberger
CONCORD, NC

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Nearby cities in North Carolina
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Research
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