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Barbara Jean Best

CAPITAL STRATEGIES INVESTMENT GROUP LLC·OAKBROOK TERRACE, Illinois
Clean recordCAPITAL STRATEGIES INVESTMENT GROUP LLC
ONE PARKVIEW PLAZA, OAKBROOK TERRACE, IL 60181CRD# 4681158Firm CRD# 150091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Jean Best · OAKBROOK TERRACE, IL
Registration
CRD #4681158 · CAPITAL STRATEGIES INVESTMENT GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barbara Jean Best is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with CAPITAL STRATEGIES INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL STRATEGIES INVESTMENT GROUP LLC
CAP STRAT
AUM
$19.1B
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4681158
Firm CRD# 150091
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jean Best offer?
Barbara Jean Best specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Barbara Jean Best's credentials?
Barbara Jean Best is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Best located?
Barbara Jean Best is based in OAKBROOK TERRACE, Illinois, working with CAPITAL STRATEGIES INVESTMENT GROUP LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Barbara Jean Best charge for services?
Barbara Jean Best's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL STRATEGIES INVESTMENT GROUP LLC?
CAPITAL STRATEGIES INVESTMENT GROUP LLC has approximately 22 employees and manages $19.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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