Francis CapellaCRD Number: 5046088
Current Firm: Wedbush Securities Inc.
Francis Capella (CRD# 5046088) is an Investment Advisor Representative working at Wedbush Securities Inc. in Purchase, NY and has over 16 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Wedbush Morgan Securities||Los Angeles, CA||Jun 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management4,143MILLIONS
Total Number of Accounts7,460ACCOUNTS
Average Account Value$555,363
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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