Capital Financial Consultants Group, Inc.
Capital Financial Consultants Group, Inc. (CRD# 133657) is a financial advisory firm headquartered in Poway, CA. They manage $177,647,433 in 1,304 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts1,304ACCOUNTS
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Average Account Value$136,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, ID, OR
Scott Nabb (CRD# 6356534) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 12 years of experience in the finance industry.
Larry Steckler (CRD# 2621508) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 28 years of experience in the finance industry.
Tyler Goglia (CRD# 7202436) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has 1 year of experience in the finance industry.
Michelle Lin (CRD# 5506063) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 14 years of experience in the finance industry.
Timothy O'connell (CRD# 1471146) is an Investment Advisor Representative working at Capital Financial Consultants Group, Inc. in Poway, CA and has over 34 years of experience in the finance industry.