Financial ADVSR advisor directory · SEC adviser records
Capsouth Wealth Management financial advisors in Dothan, AL
Every SEC-registered investment adviser representative at a Capsouth Wealth Management office in Dothan, A to Z.
7 registered advisors work at Capsouth Wealth Management in Dothan, out of 10 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Capsouth Wealth Management advisors in Dothan, A to Z
Every Capsouth Wealth Management advisor →- Marshall P. BoldenInvestment adviser rep
- Emily L. DoughertyInvestment adviser rep
- Christopher K. KellyCertified Financial Planner
- Anthony B. McCallisterInvestment adviser rep
- Braxton S. PetteyInvestment adviser rep
- Peter J. RamseyInvestment adviser rep
- Paul L. RobinsonInvestment adviser rep
Capsouth Wealth Management advisors in every city and state →Capsouth Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capsouth Wealth Management advisors in other cities
Other firms in Dothan
All Dothan advisors →Edward Jones 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Arkadios Wealth Advisors 7Raymond James Financial Services Advisors, Inc. 6Ameriprise Financial Services, LLC 5Cambridge Investment Research Advisors, Inc. 4Raymond James & Associates, Inc. 4Cetera Investment Advisers LLC 3LPL Financial LLC 3Wells Fargo Advisors Financial Network, LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Capsouth Wealth Management have in Dothan?
7 investment adviser representatives are registered at Capsouth Wealth Management offices in Dothan, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Capsouth Wealth Management one of the largest advisor employers in Dothan?
Capsouth Wealth Management ranks number 4 in Dothan by registered advisors; Edward Jones has the most, with 10.
How do I check a Capsouth Wealth Management advisor in Dothan?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capsouth Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.