Aviance Capital Partners LLC

Aviance Capital Partners LLC (CRD# 146597) is a financial advisory firm headquartered in Naples, FL. They manage $476,604,831 in 475 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $1,003,379
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Aviance Capital Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jack D. Brown
CRD#: 2457091
2180 Immokalee Road, #301, Naples, FL 34110
96
Wealthminder
score

Jack Brown (CRD# 2457091) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 18 years of experience in the finance industry.

2
James R. Neel
CRD#: 1972022
2180 Immokalee Road #301, Naples, FL 34110
96
Wealthminder
score

James Neel (CRD# 1972022) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 21 years of experience in the finance industry.

3
Erin K. Megan
CRD#: 4721961
2180 Immokalee Road, #301, Naples, FL 34110
93
Wealthminder
score

Erin Megan (CRD# 4721961) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 13 years of experience in the finance industry.

4
Lynn R. Petkus
CRD#: 1649018
2180 Immokalee Road, #301, Naples, FL 34110
93
Wealthminder
score

Lynn Petkus (CRD# 1649018) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 24 years of experience in the finance industry.

5
Orville D. Ward
CRD#: 1555999
2180 Immokalee Road # 301, Naples, FL 34110
93
Wealthminder
score

Orville Ward (CRD# 1555999) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.