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Jeff Dean Fisher

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.·SAN JUAN CAPISTRANO, California
Clean recordCAPITAL FINANCIAL CONSULTANTS GROUP, INC.
31461 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA 92675CRD# 4950246Firm CRD# 133657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff Dean Fisher · SAN JUAN CAPISTRANO, CA
Registration
CRD #4950246 · CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeff Dean Fisher is a registered financial advisor based in SAN JUAN CAPISTRANO, California, affiliated with CAPITAL FINANCIAL CONSULTANTS GROUP, INC.. 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
Introduction

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03

Firm Overview

Firm
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
AUM
$231M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CAPITAL FINANCIAL CONSULTANTS GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4950246
Firm CRD# 133657
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Dean Fisher offer?
Jeff Dean Fisher specializes in Financial Planning, Investment Management. Contact their office in SAN JUAN CAPISTRANO, California for a consultation.
What are Jeff Dean Fisher's credentials?
Jeff Dean Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Dean Fisher located?
Jeff Dean Fisher is based in SAN JUAN CAPISTRANO, California, working with CAPITAL FINANCIAL CONSULTANTS GROUP, INC.. Their office serves clients in the SAN JUAN CAPISTRANO metropolitan area and surrounding communities.
How does Jeff Dean Fisher charge for services?
Jeff Dean Fisher'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 FINANCIAL CONSULTANTS GROUP, INC.?
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. has approximately 12 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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