Robert Vickers, financial advisor Yakima WA

Robert Vickers

CRD Number: 2603508
Current Firm: Capital Advisors Wealth Management

Robert Vickers (CRD# 2603508) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capital Advisors Wealth Management, LLC Yakima, WA Jun 2020 - Current 3
Financial Management, Inc. Yakima, WA Aug 2000 - Jun 2020 19
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Yakima, WA Jan 1999 - Jun 2020 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Robert A. Vickers
Phone Number: (509) 469-5030
Registered State(s):
  • LA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    742
    MILLIONS
  • Total Number of Accounts
    901
    ACCOUNTS
  • Average Account Value
    $823,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, ID, LA, OR, TX, WA

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