DW
Dean Wells
from Modern Capital Advisors, LLC
Dean Wells is a financial advisor based in North Carolina, Raleigh,
with 25 years of experience. Dean currently works for
Modern Capital Advisors, LLC.
Dean maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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
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Dean Wells works at Modern Capital Advisors, LLC
Modern Capital Advisors, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $164,476,725 of assets under management and employs about 42 people. Modern Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
7780 Brier Creek Parkway, Suite 325, Raleigh, North Carolina, 27617
Advisor can help with
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