Capital Financial Planners, LLC

Capital Financial Planners, LLC (CRD# 159021) is a financial advisory firm headquartered in Youngsville, LA. They manage $24,000,000 in 196 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
405 Lafayette Street, Youngsville, LA 70592
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $122,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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 Varnado, financial advisor Youngsville LA
Amie A. Varnado
CRD#: 5587494
405 Lafayette Street, Youngsville, LA 70592

Amie Varnado (CRD# 5587494) is an Investment Advisor Representative working at Capital Financial Planners, LLC in Youngsville, LA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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