Capital Advisory Group
Capital Advisory Group (CRD# 147192) is a financial advisory firm headquartered in Tampa, FL. They manage $37,269,554 in 153 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$243,592
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William James (CRD# 3073447) is an Investment Advisor Representative working at Capital Advisory Group in Tampa, FL and has over 19 years of experience in the finance industry. William James 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.
William James (CRD# 257134) is an Investment Advisor Representative working at Capital Advisory Group in Tampa, FL and has 1 year of experience in the finance industry.