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Robert Telford Norton

CAPSTONE WEALTH ADVISORS, LLC·SALEM, Oregon
Clean recordCAPSTONE WEALTH ADVISORS, LLC
2005 MADRONA AVENUE SE, SALEM, OR 97302CRD# 4169694Firm CRD# 287670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Telford Norton · SALEM, OR
Registration
CRD #4169694 · CAPSTONE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Telford Norton is a registered financial advisor based in SALEM, Oregon, affiliated with CAPSTONE WEALTH ADVISORS, LLC. 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
CAPSTONE WEALTH ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC
AUM
$721M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CAPSTONE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4169694
Firm CRD# 287670
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Telford Norton offer?
Robert Telford Norton specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.
What are Robert Telford Norton's credentials?
Robert Telford Norton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Telford Norton located?
Robert Telford Norton is based in SALEM, Oregon, working with CAPSTONE WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Robert Telford Norton charge for services?
Robert Telford Norton'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 WEALTH ADVISORS, LLC?
CAPSTONE WEALTH ADVISORS, LLC has approximately 11 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH ADVISORS, LLC

Ryan Allen Skogstad
SALEM, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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