Unclaimed Profile

Robert Adam Vickers

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington

SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record27 years registeredCAPITAL 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 · 27 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVISORS WEALTH MANAGEMENT

Jun 2020 – present

FINANCIAL MANAGEMENT, INC.

Feb 2001 – Dec 2020

YAKIMA, WA

LPL FINANCIAL LLC

Jan 1999 – Sep 2016

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 28, 1999

Years registered · 27

Professional designation · ChFC

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 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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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