Denise Prince (CRD# 4589938) is an Investment Advisor Representative working at Ira Group, Inc. in Fuquay Varina, NC and has over 22 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus LLC | Dresher, PA | Mar 2021 - Current | 3 |
| Branch Banking And Trust Co | Raleigh, NC | Dec 1999 - Mar 2021 | 21 |
| Bb&t Institutional Investment Advisors | Raleigh, NC | Oct 2010 - Dec 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
- GA
- NC
-
Total Assets Under Management11,498MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$19,259,567
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NC
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