Financial ADVSR advisor directory · SEC adviser records
Capstone Wealth Management Group, Inc. financial advisors in Bend, OR
Every SEC-registered investment adviser representative at a Capstone Wealth Management Group, Inc. office in Bend, A to Z.
3 registered advisors work at Capstone Wealth Management Group, Inc. in Bend, out of 4 at the firm nationwide; it ranks number 21 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Capstone Wealth Management Group, Inc. advisors in Bend, A to Z
Every Capstone Wealth Management Group, Inc. advisor →- James M. ConradsCertified Financial Planner
- Tiffany M. ForsteInvestment adviser rep
- Devon A. GainesInvestment adviser rep
Capstone Wealth Management Group, Inc. advisors in every city and state →Capstone Wealth Management Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capstone Wealth Management Group, Inc. advisors in other cities
Other firms in Bend
All Bend advisors →LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Edward Jones 14Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5
Questions
How many financial advisors does Capstone Wealth Management Group, Inc. have in Bend?
3 investment adviser representatives are registered at Capstone Wealth Management Group, Inc. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Capstone Wealth Management Group, Inc. one of the largest advisor employers in Bend?
Capstone Wealth Management Group, Inc. ranks number 21 in Bend by registered advisors; LPL Financial LLC has the most, with 20.
How do I check a Capstone Wealth Management Group, Inc. advisor in Bend?
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 Capstone Wealth Management Group, 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.