Johan Frisell, financial advisor Santa Barbara CA
93 score

Johan Frisell

CRD Number: 3002232
Current Firm: Capital Wealth Strategies, LLC

Johan Frisell (CRD# 3002232) is an Investment Advisor Representative working at Capital Wealth Strategies, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Wealth Strategies LLC Santa Barbara, CA Dec 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Aug 2006 - Current 10
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2006 - Current 10
Centaurus Financial, Inc. Orange, CA May 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Johan H. Frisell
Phone Number: (805) 485-2500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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