Business Description
Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a finacial advisor. We welcome the opportunity to explore your finacial dreams with you.
General Information Gender:    Male CRD#:    1780145 Firm CRD#:    16164 Name of Broker/Dealer:    Intersecurities, Inc. States Licensed in:    CA, FL, KS, MO, OK, WA Years of Experience in Financial Services:    21 Number of Years with Current Firm:    6 I work with the following types of clients:    Individual Investors
Education Academic Background   Degree in Business Administration -Washburn University (1986)
Services Investment Types:    Annuities, Mutual Funds, Alternative Investments, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC) Securities Licenses:    Series 7 Insurance and Annuity Licenses:    Long Term Care, Life
Firm Information Number of Advisors in Office:    10 - 99 employees
Compliance Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Compensation Methods:    Based on Assets, Commissions
Prepared By:	Jay Steinbock
Most Recent Update:	10/31/2008

Frequently Asked Questions

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