Firestone Capital Management Inc.
Firestone Capital Management Inc. (CRD# 106366) is a financial advisory firm headquartered in Coral Gables, FL. They manage $645,711,904 in 1,105 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management646MILLION
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Total Number of Accounts1,105ACCOUNTS
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Average Account Value$584,355
- 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
AZ, CA, FL, GA, IL, MA, NC, NH, NM, NY, PA, TN, TX, VA, WA
Allison Beckham (CRD# 5840236) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 11 years of experience in the finance industry. Allison Beckham 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.
Carlos Carbonell (CRD# 4156160) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 22 years of experience in the finance industry.
Jack Firestone (CRD# 1576263) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 35 years of experience in the finance industry. Jack Firestone 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.
Carol Kaufman (CRD# 2880949) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 24 years of experience in the finance industry. Carol Kaufman 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.
Anthony Poppe (CRD# 5588505) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has over 13 years of experience in the finance industry. Anthony Poppe 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.
Jerad Waggy (CRD# 5180439) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has 1 year of experience in the finance industry. Jerad Waggy 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.