Claim Profile
MS

Mara L Scott

CAPSTONE TRITON FINANCIAL GROUP INC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
14614 BOGERT PARKWAY, OKLAHOMA CITY, OK 73134CRD# 4332049Firm CRD# 309294
01

About

Mara L Scott is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with CAPSTONE TRITON FINANCIAL 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
03

Firm Overview

Firm
CAPSTONE TRITON FINANCIAL GROUP INC
CAPSTONE TRITON FINANCIAL GROUP INC
AUM
$283M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4332049
Firm CRD# 309294
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

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 Mara L Scott offer?
Mara L Scott specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Mara L Scott's credentials?
Mara L Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mara L Scott located?
Mara L Scott is based in OKLAHOMA CITY, Oklahoma, working with CAPSTONE TRITON FINANCIAL GROUP INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Mara L Scott charge for services?
Mara L Scott'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 CAPSTONE TRITON FINANCIAL GROUP INC?
CAPSTONE TRITON FINANCIAL GROUP INC has approximately 8 employees and manages $283M 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 →
Browse by specialty