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Financial ADVSR advisor directory · SEC adviser records

Capital Investment Management, Inc. financial advisors in Lee's Summit, MO

Every SEC-registered investment adviser representative at a Capital Investment Management, Inc. office in Lee's Summit, A to Z.

The short answer

4 registered advisors work at Capital Investment Management, Inc. in Lee's Summit, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 4 are also registered broker representatives.

Capital Investment Management, Inc. advisors in Lee's Summit, A to Z

Every Capital Investment Management, Inc. advisor →

Capital Investment Management, Inc. advisors in every city and state →Capital Investment Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lee's Summit

All Lee's Summit advisors →

LPL Financial LLC 6Osaic Wealth, Inc. 6Edward Jones 4Freedom Wealth Advisors, LLC 4On Investment Management Co. 4Strongbox Wealth, LLC 4Oak Road Wealth Management 3

Questions

How many financial advisors does Capital Investment Management, Inc. have in Lee's Summit?

4 investment adviser representatives are registered at Capital Investment Management, Inc. offices in Lee's Summit, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 4 are also registered as broker representatives.

Is Capital Investment Management, Inc. one of the largest advisor employers in Lee's Summit?

Capital Investment Management, Inc. ranks number 3 in Lee's Summit by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Capital Investment Management, Inc. advisor in Lee's Summit?

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 Capital Investment Management, Inc. 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.