Advisor at Capstonewealth
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Firm
Capstonewealth
Location
Oxford, FL 34484
Credentials
CFP®, Series 66
Industry experience
14 years
Roxanne Theodoropoulos is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. She currently works at CapstoneWealth and has previously been affiliated with Gradient Advisors, LLC and USAA Financial Planning Services. In addition to her advisory role, she is an insurance agent specializing in Medicare, life insurance, and annuity sales through American Senior Benefits. CapstoneWealth provides investment management primarily through third-party strategist model portfolios on a non-discretionary basis, serving individual and high-net-worth clients. The firm focuses on matching client objectives with institutional strategist models and offers ongoing portfolio oversight.
1.50% annually, negotiable
Account minimum: $500,000 (may be waived at discretion)
11031 Us 301 N
Oxford, FL 34484
Florida
Capstonewealth
2024 - Present (2 years)
Gradient Advisors, LLC
2020 - 2024 (4 years)
American Senior Benefits
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Leading Response
2020 - 2020 (1 year)
HP One
2019 - 2020 (1 year)
Spectrum
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
USAA Financial Planning Services
2012 - 2017 (5 years)
USAA Financial Advisors, Inc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
Series 65
The Villages, FL
New Millennium Asset Management, Inc.
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