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Robert Adam Vickers

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington
Unclaimed Profile
1106 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 2603508Firm CRD# 309387
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
CAPITAL ADVISORS WEALTH MANAGEMENT
AUM
$742M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2603508
Firm CRD# 309387
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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