Unclaimed Profile

Anthony Joseph Farina

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington

SIE, Series 6, Series 7, Series 24, Series 63, Series 66CFPClean record20 years registeredCAPITAL ADVISORS WEALTH MANAGEMENT, LLC

1104 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 4412237Firm CRD# 309387

Profile Verification

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

Identity

Anthony Joseph Farina · YAKIMA, WA

Registration

CRD #4412237 · CAPITAL ADVISORS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVISORS WEALTH MANAGEMENT

Jul 2020 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2006 – Aug 2020

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 20, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CRD 309387 · SEC 801-118930

AUM

$742M

Regulatory assets under management

Employees

901 client accounts

Services offered by CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Joseph Farina offer?

Anthony Joseph Farina specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.

What are Anthony Joseph Farina's credentials?

Anthony Joseph Farina holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anthony Joseph Farina located?

Anthony Joseph Farina is based in YAKIMA, Washington, working with CAPITAL ADVISORS WEALTH MANAGEMENT, LLC. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.

How does Anthony Joseph Farina charge for services?

Anthony Joseph Farina'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 CAPITAL ADVISORS WEALTH MANAGEMENT, LLC?

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $742M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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