CoachPete D'Arruda- Financial Advisor Apex, NC

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About Coach Pete D'Arruda

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.

His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.

Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.

The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.

Call today and see if this is the family atmosphere you've always wanted.

See Disclosures

General Information

Firm Start Year

1992

No. of Employees

10-19

CRD#

2756672

Firm CRD#

144374

Insurance License#

701175

States Licensed in

NCVASC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Income Planning has been at the heart of each plan that Coach Pete and his team have designed over the years. Find out how you can get a reliable, safe, and guaranteed income stream today for you and your family!

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC^®, RICP^®, MRFC

Securities Licenses

Series 65, Series 6

Insurance and Annuity Licenses

Life, Long Term Care, Annuity, Disability

Financial Organization Memberships

Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

500+

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Fee % Based on Assets

0.07

Hourly Rate

$299

Additional Details on Charges

Only charge a planning fee when agreed upon in advance.

Minimum Fee Charged for Managed Accounts

$100

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

BA - Political Science/ Economics

UNC Chapel Hill
1984 -1988

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.capitalfinancialusa.com/home/

Additional Detailed Disclosures
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Disclaimer

Investment Advisory services offered through Capital Financial Advisory Group, LLC. Capital Financial Advisory Group, LLC provides general information on this website, not individually targeted personalized advice. Information and advice provided here is not an offer to buy or sell securities. Before commencing an investment program we recommend you seek independent professional legal, tax and investment advice as to whether it is suitable for your particular needs and circumstances. Failure to seek detailed professional, personally tailored advice prior to acting could lead to you acting contrary to your own best interests and could lead to losses of capital. Nothing contained herein should be construed as a warranty of investment results. All information provided or contained in this portion of the Web site is the property of Capital Financial Advisory Group, LLC, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Capital Financial Advisory Group, LLC. All rights reserved. Before deciding on an annuity, you should consider your income needs, risk tolerance and investment objectives. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company.

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Paladin Research Report For:

Coach Pete D'Arruda

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