Capital Advisors
Financial ServicesView the employees at
Capital Advisors-
Danny La, CFP® Senior Vice President, Wealth Advisor at Capital Advisors
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Austin, Texas Metropolitan Area
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Rising Star
Kelcy Flores, CFP®, CPWA® Director of Financial Planning at Capital Advisors-
Tulsa, Oklahoma, United States
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Top 10%
Debra Konieczny Chief Compliance Officer, IACCP, CSCP Capital Advisors, Inc.-
Rising Star
William Lorton Portfolio Analyst at Capital Advisors-
Tulsa, Oklahoma, United States
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Rising Star
Aubrey Socha, CFP®, CDFA® Senior Financial Planner at Capital Advisors-
Frisco
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Rising Star
Overview
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/
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