Unclaimed Profile

Jeffrey Alan Carney

CAPITAL WEALTH PLANNING, LLC·NAPLES, Florida

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredCAPITAL WEALTH PLANNING, LLC

1016 COLLIER CENTER WAY, NAPLES, FL 34110CRD# 4469411Firm CRD# 150764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Carney · NAPLES, FL

Registration

CRD #4469411 · CAPITAL WEALTH PLANNING, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPITAL WEALTH PLANNING, LLC

Jul 2012 – present

GLOBAL WEALTH CONSULTANTS, LLC

Jan 2008 – Feb 2012

NAPLES, FL

H.D. VEST ADVISORY SERVICES, INC

Mar 2003 – Feb 2008

NEWPORT, RI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 11, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL WEALTH PLANNING, LLC

CRD 150764 · SEC 801-70333

AUM

$9.2B

Regulatory assets under management

Employees

10,834 client accounts

Services offered by CAPITAL WEALTH PLANNING, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL WEALTH PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Carney offer?

Jeffrey Alan Carney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Jeffrey Alan Carney's credentials?

Jeffrey Alan Carney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Carney located?

Jeffrey Alan Carney is based in NAPLES, Florida, working with CAPITAL WEALTH PLANNING, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Jeffrey Alan Carney charge for services?

Jeffrey Alan Carney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL WEALTH PLANNING, LLC?

CAPITAL WEALTH PLANNING, LLC has approximately 29 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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