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Financial ADVSR advisor directory · SEC adviser records

Capstone Wealth Management Group, LLC financial advisors in Dunmore, PA

Every SEC-registered investment adviser representative at a Capstone Wealth Management Group, LLC office in Dunmore, A to Z.

The short answer

4 registered advisors work at Capstone Wealth Management Group, LLC in Dunmore, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Capstone Wealth Management Group, LLC advisors in Dunmore, A to Z

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Other firms in Dunmore

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LPL Financial LLC 13

Questions

How many financial advisors does Capstone Wealth Management Group, LLC have in Dunmore?

4 investment adviser representatives are registered at Capstone Wealth Management Group, LLC offices in Dunmore, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Capstone Wealth Management Group, LLC one of the largest advisor employers in Dunmore?

Capstone Wealth Management Group, LLC ranks number 2 in Dunmore by registered advisors; LPL Financial LLC has the most, with 13.

How do I check a Capstone Wealth Management Group, LLC advisor in Dunmore?

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, LLC 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.