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Financial ADVSR advisor directory · SEC adviser records

Capital Advisors Wealth Management financial advisors in Yakima, WA

Every SEC-registered investment adviser representative at a Capital Advisors Wealth Management office in Yakima, A to Z.

The short answer

6 registered advisors work at Capital Advisors Wealth Management in Yakima, out of 6 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Capital Advisors Wealth Management advisors in Yakima, A to Z

Every Capital Advisors Wealth Management advisor →

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

Other firms in Yakima

All Yakima advisors →

Edward Jones 17Morgan Stanley 12Leonard Rickey Investment Advisors, P.L.L.c. 8LPL Financial LLC 7Robert W. Baird & Co. Incorporated 7Osaic Wealth, Inc. 5Ameriprise Financial Services, LLC 4Cwm, LLC 3Eagle Strategies LLC 3Raymond James Financial Services Advisors, Inc. 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Capital Advisors Wealth Management have in Yakima?

6 investment adviser representatives are registered at Capital Advisors Wealth Management offices in Yakima, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Capital Advisors Wealth Management one of the largest advisor employers in Yakima?

Capital Advisors Wealth Management ranks number 6 in Yakima by registered advisors; Edward Jones has the most, with 17.

How do I check a Capital Advisors Wealth Management advisor in Yakima?

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 Advisors 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.