Dawuanta Northern
from Capasso Planning Partners LLC
Dawuanta Northern is a financial advisor based in South Carolina, Charleston, with 17 years of experience. Dawuanta currently works for Capasso Planning Partners LLC. Dawuanta maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Dawuanta Northern works at Capasso Planning Partners LLC
Capasso Planning Partners LLC is a financial advisory firm based in Charleston, South Carolina. It currently has approximately $276,067,018 of assets under management and employs about 11 people. Capasso Planning Partners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
635 East Bay Street, Suite C, Charleston, South Carolina, 29403
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting