Francis
Capella

Wedbush Securities Inc

CRD#5046088
Investment Advisor
in Los Angeles, CA
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About this Advisor

Francis Capella is a financial advisor who works out of Los Angeles, California, with 11 years of work experience. Capella is on the advisory team at Wedbush Securities Inc. They have spent their entire employment at Wedbush Securities Inc. Capella maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to work in California. Wedbush Securities Inc is a company based out of Los Angeles, California. The company has offices in 46 locations and a total of 800 people on staff. It oversees $2 billion in assets under management between its 5,106 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 5,106 customer accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Wedbush Securities Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on the financial services offered. Fee types charged by Wedbush Securities Inc may include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$2,105,082,651

CA Average: $7,578,581,321
Total Number of Employees

800

CA Average: 43
Total Number of Accounts

5,778

CA Average: 3,727
Average Account Size

$364,327

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Francis Capella Work History

Francis has 11 years of experience.

2007 - Present (12 years)

Wedbush Morgan Securities

Disclosures

Francis Capella has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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