BBB Business Review
BBB Accredited Business since 08/02/2010
Epic Capital Wealth Management, LLC
(704) 552-52006135 Park South Dr Ste 130, Charlotte, NC 28210-3270info@epiccapitalwm.comwww.epiccapitalwm.com
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BBB Accreditation
A BBB Accredited Business since 08/02/2010
BBB has determined that Epic Capital Wealth Management, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Epic Capital Wealth Management, LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topLicensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Certified Financial Planner Board of Standards, NC(800) 487-1497
Securities & Exchange Commission, US
Consumer Affairs, 450 Fifth St. NW
Washington, DC20549-0213
(202) 942-7040
http://www.sec.gov
Insurance Commission, NC
1201 Mail Service Center
Raleigh, NC27699-1200
(800) 546-5664
http://www.ncdoi.com
BBB records show a license number of ACTIVE for this company, issued by Certified Financial Planner Board of Standards, NC.
BBB records show a license number of 2423534 for this company, issued by Securities & Exchange Commission, US. Their web address is http://www.sec.gov.
BBB records show a license number of 13029167 for this company, issued by Insurance Commission, NC. Their web address is http://www.ncdoi.com.
Type of Entity
Limited Liability Corporation
Contact Information
Primary Contact: Mr. Edward R. Doughty (Managing Director)Number of Employees
2
Business Category
Financial Planning Consultants, Retirement Planning Service, Investment Advisory Service, Insurance - Long Term Care, Insurance - Life
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LocationsX
1 Locations
-
6135 Park South Dr Ste 130
Charlotte, NC 28210-3270(704) 552-5200Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Southern Piedmont/Charlotte, NC. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*Epic Capital Wealth Management, LLC is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Planning Consultants
BBBTips on Putting Together a BudgetBBBTips on Saving and Investing
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Scam Artists Even Target the Bereaved
Selecting a Financial Planner
Steps to Starting Your Own Business
Your Rights as a Financial Planning Client
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.