Capital Equities Retirement Advisors

Home > Financial Advisor Directory > maryland > north bethesda

About Capital Equities Retirement Advisors

Capital Equities Retirement Advisors practices modern holistic financial services with verticals focused on retirement planning, insurance, and investment advisory services. We offer local, independent, unbiased professional service to help create an insurance and financial blueprint for your success. We facilitate in cohesion between your team of professional advisors to address legal, tax, accounting, business value, insurance, investment, estate and exit objectives. We work with a variety of clients in industries such as hospitality, medical, energy, legal, construction, contracting, technology, real estate, entertainment and many closely held businesses.

What makes us unique is our collective expertise, diverse resources, community involvement, long-term relationships and commitment. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.

See Disclosures

General Information

CRD#

7900373

Firm CRD#

8733

States Licensed in

DC, MD, VA, DE, PA, SC

Advisory Services Provided

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

Compliance

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

Securities Licenses

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Accident, Annuity

Disclosures

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

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For: