Robert
Vickers
Capital Advisors Wealth Management
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About this Advisor
Robert Vickers is a financial advisor based in Yakima, Washington, working with Capital Advisors Wealth Management. Robert has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.), Financial Management, Inc, and Capital Advisors Wealth Management, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Texas, and Washington. Currently, Robert is part of Capital Advisors Wealth Management, which operates out of Yakima, Washington. The firm has 8 employees and manages assets totaling $742.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Capital Advisors Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors Wealth Management Brokerage Details
$742,189,874
8
901
$823,740
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Robert Vickers Work History
Capital Advisors Wealth Management, LLC
Financial Management, Inc
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of Robert Vickers 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 Advisors Wealth Management
Yakima, WA
Yakima, WA
Yakima, WA
Yakima, WA
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