Capital Financial Planners
Capital Financial Planners (CRD# 310168) is a financial advisory firm headquartered in Salem, OR. They manage $215,851,389 in 550 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Capital Financial Planners
By the Numbers
-
Total Assets Under Management216MILLION
-
Total Number of Accounts550ACCOUNTS
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Average Account Value$392,457
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Capital Financial Planners
1
Chad Campbell (CRD# 6163605) is an Investment Advisor Representative working at Capital Financial Planners in Salem, OR and has over 11 years of experience in the finance industry.
2
Barrigan Nelson (CRD# 4385285) is an Investment Advisor Representative working at Capital Financial Planners in Salem, OR and has over 22 years of experience in the finance industry.
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