Jeffrey
Carney
Capital Wealth Planning, LLC
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About this Advisor
Jeffrey Carney is a financial advisor based in Naples, Florida, working with Capital Wealth Planning, LLC. Jeffrey has previously held positions at Capital Wealth Planning, LLC and Capitalrock Financial, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Rhode Island, and Texas. Currently, Jeffrey is part of Capital Wealth Planning, LLC, which operates out of Naples, Florida. The firm has 29 employees and manages assets totaling $9.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Capital Wealth Planning, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Wealth Planning, LLC Brokerage Details
$9,242,682,912
29
10,834
$853,118
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jeffrey Carney Work History
Capitalrock Financial, LLC
Capital Wealth Planning, LLC
Disclosures
Please visit the SEC profile of Jeffrey Carney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Wealth Planning, LLC
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
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