Capital Region Financial Group, LLC
Capital Region Financial Group, LLC (CRD# 154990) is a financial advisory firm headquartered in Folsom, CA. They manage $132,600,000 in 189 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management133MILLION
Total Number of Accounts189ACCOUNTS
Average Account Value$701,587
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Melissa Yano (CRD# 6297372) is an Investment Advisor Representative working at Capital Region Financial Group, LLC in Folsom, CA and has 1 year of experience in the finance industry. Melissa Yano 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.
Ellwood Jones (CRD# 1926973) is an Investment Advisor Representative working at Capital Region Financial Group, LLC in Folsom, CA and has over 25 years of experience in the finance industry.