Carolina Capital Consulting, Inc.
Carolina Capital Consulting, Inc. (CRD# 116802) is a financial advisory firm headquartered in Charlotte, NC. They manage $210,836,173 in 558 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management211MILLION
Total Number of Accounts558ACCOUNTS
Average Account Value$377,843
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, NC, TX
Brian Fenn (CRD# 2440609) is an Investment Advisor Representative working at Carolina Capital Consulting, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. Brian Fenn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.