Jeffrey CarneyCRD 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.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|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|
Total Assets Under Management297MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$370,818
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MI, MN, NY, PA, RI, TX
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