Unclaimed Profile

Robert Adam Vickers

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington

Clean recordCAPITAL ADVISORS WEALTH MANAGEMENT, LLC

1106 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 2603508Firm CRD# 309387

Profile Verification

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

Identity

Robert Adam Vickers · YAKIMA, WA

Registration

CRD #2603508 · CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Adam Vickers is a registered financial advisor based in YAKIMA, Washington, affiliated with CAPITAL ADVISORS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CAPITAL ADVISORS WEALTH MANAGEMENT

AUM

$742M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2603508

Firm CRD# 309387

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Adam Vickers offer?

Robert Adam Vickers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.

What are Robert Adam Vickers's credentials?

Robert Adam Vickers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Adam Vickers located?

Robert Adam Vickers 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 Robert Adam Vickers charge for services?

Robert Adam Vickers'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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