Financial ADVSR advisor directory · SEC adviser records
Capitol Wealth Management financial advisors in Concord, NH
Every SEC-registered investment adviser representative at a Capitol Wealth Management office in Concord, A to Z.
The short answer
4 registered advisors work at Capitol Wealth Management in Concord, out of 4 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Capitol Wealth Management advisors in Concord, A to Z
Every Capitol Wealth Management advisor →- Keith J. BurbankInvestment adviser rep
- Clayton J. Poole Jr.Investment adviser rep
- Clayton Poole IIIInvestment adviser rep
- James G. SteproeInvestment adviser rep
Capitol Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Concord
All Concord advisors →UBS Financial Services Inc. 12RBC Capital Markets, LLC 11Osaic Institutions, Inc. 8Ameriprise Financial Services, LLC 7Cambridge Investment Research Advisors, Inc. 7Carlson Investments 7Mariner 7Bankers Life Advisory Services, Inc. 5LPL Financial LLC 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 5Cetera Investment Advisers LLC 4
Questions
How many financial advisors does Capitol Wealth Management have in Concord?
4 investment adviser representatives are registered at Capitol Wealth Management offices in Concord, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Capitol Wealth Management one of the largest advisor employers in Concord?
Capitol Wealth Management ranks number 12 in Concord by registered advisors; UBS Financial Services Inc. has the most, with 12.
How do I check a Capitol Wealth Management advisor in Concord?
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 Capitol 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.