Advisor at Capital Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Advisor Network
Location
Marion, VA 24354
Credentials
Series 65
Industry experience
6 years
Fixed fees for financial planning from $1,500 to $15,000; fixed fees for retirement plan advisory services may include one-time fixed fees as negotiated
$0+: up to 2.00% annually for investment management services $0+: up to 1.25% annually for Retirement Plan Advisory Services
$350 per hour for financial planning and consulting services
Account minimum: $5,000 minimum in aggregate investable assets Fee-only: Financial planning fixed fees range from $1,500 to $15,000, hourly rate $350/hour, consulting fees negotiated per project
Capital Advisor Network, LLC
2019 - Present (7 years)
Evans Financial Services
2012 - Present (14 years)
Duchess Dairy Products
2009 - 2018 (9 years)
Slemp Creek Jerseys
1993 - 2019 (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Marion, VA
Capital Advisor Network
Series 63, Series 65
Marion, VA
Capital Advisor Network
Series 63, Series 65
Marion, VA
Davenport & Company LLC
Series 66
Marion, VA
Davenport & Company LLC
Series 63, Series 65
Marion, VA
Davenport & Company LLC
Series 65
Marion, VA
Raymond James Financial
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