Unclaimed Profile

Cheryl Lynn Page

CAPRIN ASSET MANAGEMENT LLC·HENRICO, Virginia

Series 65Clean record26 years registeredCAPRIN ASSET MANAGEMENT LLC

1802 BAYBERRY COURT, HENRICO, VA 23226CRD# 2211041Firm CRD# 106657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheryl Lynn Page · HENRICO, VA

Registration

CRD #2211041 · CAPRIN ASSET MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

DAVIDSON INVESTMENT ADVISORS, INC.

Mar 2023 – present

CAPITAL ADVISORY GROUP

Apr 2000 – Jan 2004

RICHMOND, VA

CAPRIN ASSET MANAGEMENT, LLC

Apr 2000 – Mar 2023

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 26, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPRIN ASSET MANAGEMENT LLC

CRD 106657 · SEC 801-53959

AUM

$1.4B

Regulatory assets under management

Employees

1,067 client accounts

Services offered by CAPRIN ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CAPRIN ASSET MANAGEMENT LLC →

Introduction

Speak with Cheryl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cheryl is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HENRICO?

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

Browse HENRICO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cheryl Lynn Page offer?

Cheryl Lynn Page specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HENRICO, Virginia for a consultation.

What are Cheryl Lynn Page's credentials?

Cheryl Lynn Page is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Lynn Page located?

Cheryl Lynn Page is based in HENRICO, Virginia, working with CAPRIN ASSET MANAGEMENT LLC. Their office serves clients in the HENRICO metropolitan area and surrounding communities.

How does Cheryl Lynn Page charge for services?

Cheryl Lynn Page'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 CAPRIN ASSET MANAGEMENT LLC?

CAPRIN ASSET MANAGEMENT LLC has approximately 10 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 →