Capital Financial Planners, LLC

Capital Financial Planners, LLC (CRD# 159021) is a financial advisory firm headquartered in Youngsville, LA. They manage $13,900,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $69,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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.

LA

Financial Advisors at Capital Financial Planners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amie A. Varnado
CRD#: 5587494
405 Lafayette Street, Youngsville, LA 70592
93
Wealthminder
score

Amie Varnado (CRD# 5587494) is an Investment Advisor Representative working at Capital Financial Planners, LLC in Youngsville, LA and has over 8 years of experience in the finance industry.

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