Cameron Capriotti (CRD# 6671030) is an Investment Advisor Representative working at Legacy Chief Financial Office, LLC in The Woodlands, TX and has over 7 years of experience in the finance industry. Cameron Capriotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Chief Financial Office, LLC | The Woodlands, TX | Feb 2019 - Current | 5 |
| Hfg Wealth Management, LLC | The Woodlands, TX | Apr 2016 - Feb 2019 | 2 |
| Unemployed | Conroe, TX | Jan 2016 - Mar 2016 | < 1 |
| Tan Mar Companies, LLC | Tomball, TX | Sep 2014 - Dec 2015 | 1 |
| Kpmg | Houston, TX | Jul 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$270,701
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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