Vintage Wealth Management Group

Vintage Wealth Management Group (CRD# 151092) is a financial advisory firm headquartered in Charlotte, NC. They manage $11,791,074 in 184 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $64,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Vintage Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Densel Fleming
CRD#: 5247178
212 S. Tryon St., Suite 1770, Charlotte, NC 28281
96
Wealthminder
score

Densel Fleming (CRD# 5247178) is an Investment Advisor Representative working at Vintage Wealth Management Group in Charlotte, NC and has over 9 years of experience in the finance industry. Densel Fleming 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.

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