Jacob Charlwood

Financial Advisor at Capital Financial Solutions - Raleigh, NC, US

Jacob Charlwood's Colleagues at Capital Financial Solutions
Kim Day

Assistant to Jacob Charlwood

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Sharon Loving

Client Specialist

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Kenneth Kapinskis

Investment Advisor Representative

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Kristopher Olexy

CFP®, AIF®, CLU®, Advanced Planning Advisor

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David Talamo

Financial Analyst (Contract Position)

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Randy Salmanowich

Staff Accountant

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Hayley Wood

Investment Advisor Representative

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Jacob Charlwood's Contact Details
Email (Verified)
***@capfs.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
919-719-0400
Location
Richmond, Virginia, United States
Company
Capital Financial Solutions
Jacob Charlwood's Company Details

Capital Financial Solutions

Raleigh, NC, US • 100 - 249 Employees
Financial Services

Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina and South Carolina. The firm's reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. To learn more, visit www.capfs.comSecurities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 201-20181001-475235

Wealth Management* Charitable Planning Financial Planning* Estate Planning Strategies Business Succession Planning Insurance and Risk Management Business Planning Employee Benefits Retirement Planning Wealth Management Financial Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Capital Financial Solutions
Frequently Asked Questions about Jacob Charlwood
Jacob Charlwood currently works for Capital Financial Solutions.
Jacob Charlwood's role at Capital Financial Solutions is Financial Advisor.
Jacob Charlwood's email address is ***@capfs.com. To view Jacob Charlwood's full email address, please signup to ConnectPlex.
Jacob Charlwood works in the Financial Services industry.
Jacob Charlwood's colleagues at Capital Financial Solutions are Kim Day, Sharon Loving, Kenneth Kapinskis, Kristopher Olexy, David Talamo, Randy Salmanowich, Hayley Wood and others.
Jacob Charlwood's phone number is 919-719-0400
See more information about Jacob Charlwood