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Financial ADVSR advisor directory · SEC adviser records

Capstone Investment Group financial advisors in Olympia, WA

Every SEC-registered investment adviser representative at a Capstone Investment Group office in Olympia, A to Z.

The short answer

5 registered advisors work at Capstone Investment Group in Olympia, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Capstone Investment Group advisors in Olympia, A to Z

Every Capstone Investment Group advisor →

Capstone Investment Group advisors in every city and state →Capstone Investment Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Olympia

All Olympia advisors →

Edward Jones 16LPL Financial LLC 11Morgan Stanley 11Ameriprise Financial Services, LLC 7Kiley Juergens Wealth Management, LLC 6Soundview Advisors 5Thrivent Investment Management Inc. 5Prentice Financial Planning, LLC 4J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Capstone Investment Group have in Olympia?

5 investment adviser representatives are registered at Capstone Investment Group offices in Olympia, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Capstone Investment Group one of the largest advisor employers in Olympia?

Capstone Investment Group ranks number 6 in Olympia by registered advisors; Edward Jones has the most, with 16.

How do I check a Capstone Investment Group advisor in Olympia?

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 Investment Group 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.