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Jeffrey Alan Carney

CAPITAL WEALTH PLANNING, LLC·NAPLES, Florida
Clean recordCAPITAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Alan Carney is a registered financial advisor based in NAPLES, Florida, affiliated with CAPITAL WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL WEALTH PLANNING, LLC
CAPITAL WEALTH PLANNING, LLC
AUM
$9.2B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at CAPITAL WEALTH PLANNING, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4469411
Firm CRD# 150764
View on FINRA BrokerCheck →

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05

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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Other Advisors at CAPITAL WEALTH PLANNING, LLC

Joanna M Irons
NAPLES, FL
Louis Karl Albenga
NAPLES, FL
Kevin Glenn Simpson
NAPLES, FL

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Research
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