Jeffrey Carney, financial advisor Naples FL
93 score

Jeffrey Carney

CRD Number: 4469411
Current Firm: Capital Wealth Planning, LLC

Jeffrey Carney (CRD# 4469411) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 14 years of experience in the finance industry.

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Aci Wealth Advisors
Company Name Location Dates Years
Capital Wealth Planning, LLC Naples, FL Feb 2012 - Current 4
Global Wealth Consultants, LLC Naples, FL Jan 2008 - Feb 2012 4
Hd Vest Advisory Services New Port, RI Mar 2003 - Jan 2008 4
Hd Vest Investment Securities Newport, RI Sep 2001 - Jan 2008 6
Carney & Carney, Cpa's Newport, RI Aug 1989 - Aug 2006 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Jeffrey A. Carney
Phone Number: 239-593-2100
Registered State(s):
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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