AdvisorOS Directory
Claim Profile
MY

Melissa Marie Yano

CAPITAL REGION FINANCIAL GROUP, LLC·FOLSOM, California
Unclaimed Profile
101 PARKSHORE DRIVE, FOLSOM, CA 95630CRD# 6297372Firm CRD# 154990
01

About

Melissa Marie Yano is a registered financial advisor based in FOLSOM, California, affiliated with CAPITAL REGION FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL REGION FINANCIAL GROUP, LLC
CAPITAL REGION FINANCIAL GROUP, LLC
AUM
$70M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL REGION FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6297372
Firm CRD# 154990
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FOLSOM?

Browse all registered financial advisors in FOLSOM, California or claim this profile if it's yours.

Browse FOLSOM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Melissa Marie Yano offer?
Melissa Marie Yano specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are Melissa Marie Yano's credentials?
Melissa Marie Yano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Marie Yano located?
Melissa Marie Yano is based in FOLSOM, California, working with CAPITAL REGION FINANCIAL GROUP, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does Melissa Marie Yano charge for services?
Melissa Marie Yano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL REGION FINANCIAL GROUP, LLC?
CAPITAL REGION FINANCIAL GROUP, LLC has approximately 2 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FOLSOM
Scott Thomas Hanson — HANSON MCCLAIN RETIREMENT NETWORK, LLCSteven Thomas Burnett — HANSON MCCLAIN RETIREMENT NETWORK, LLCJulia Carol Frise — ALLWORTH FINANCIAL, L.P.Corey C Gamble — ALLWORTH FINANCIAL, L.P.Patrick Carl Mcclain — ALLWORTH FINANCIAL, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile