Capital Financial Planners, LLC
Capital Financial Planners, LLC (CRD# 159021) is a financial advisory firm headquartered in Youngsville, LA. They manage $14,900,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$74,500
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Amie Varnado (CRD# 5587494) is an Investment Advisor Representative working at Capital Financial Planners, LLC in Youngsville, LA and has over 9 years of experience in the finance industry.