AdvisorOS Directory
Claim Profile
RR

Raymond Scott Roland

CAPWEALTH ADVISORS, LLC·FRANKLIN, Tennessee
Unclaimed Profile
3000 MERIDIAN BLVD, FRANKLIN, TN 37067-6251CRD# 4267751Firm CRD# 148781
01

About

Raymond Scott Roland is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with CAPWEALTH 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
03

Firm Overview

Firm
CAPWEALTH ADVISORS, LLC
CAPWEALTH ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CAPWEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 4267751
Firm CRD# 148781
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Browse FRANKLIN AdvisorsAre you this advisor? Claim profile

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 Raymond Scott Roland offer?
Raymond Scott Roland specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Raymond Scott Roland's credentials?
Raymond Scott Roland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Scott Roland located?
Raymond Scott Roland is based in FRANKLIN, Tennessee, working with CAPWEALTH ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Raymond Scott Roland charge for services?
Raymond Scott Roland's firm is compensated through percentage of aum, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPWEALTH ADVISORS, LLC?
CAPWEALTH ADVISORS, LLC has approximately 20 employees and manages $1.4B 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 →

Other Advisors at CAPWEALTH ADVISORS, LLC

Timothy Jude Pagliara
FRANKLIN, TN
Phoebe Jones Venable
FRANKLIN, TN
Ryan Joseph Hitt
FRANKLIN, TN

More Advisors in FRANKLIN, Tennessee

Jonathan Hugh Mcadams
MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Jonathan Mendel Gillett
MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Frankie Victor Merritt
BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Jared Seth Davis
MISSION CAPITAL MANAGEMENT, LLC·FRANKLIN, TN
Benjamin Patrick Wynd
SMITH WYND CAPITAL LLC·FRANKLIN, TN
Benjamin T Christy
BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile