Connie Wiltfong (CRD# 7481191) is an Investment Advisor Representative working at Capstone Investment Management LLC in Ormond Beach, FL and has 1 year of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Planning | Palm Coast, FL | Apr 2010 - Current | 14 |
- FL
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$125,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL
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