James Roman

Practice Manager at Capital Financial Solutions - Raleigh, NC, US

James Roman's Colleagues at Capital Financial Solutions
David Booker

Private Wealth Advisor

Contact David Booker

Scott Sorrell

Advanced Planning Advisor

Contact Scott Sorrell

Spencer Teddy

Financial Services Associate

Contact Spencer Teddy

Steven Consiglio

Financial Planner

Contact Steven Consiglio

Jim Ritchie

Financial Advisor

Contact Jim Ritchie

Pierre Greene

Registered Representative

Contact Pierre Greene

Jacob Charlwood

Financial Advisor

Contact Jacob Charlwood

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James Roman'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
Raleigh-Durham-Chapel Hill Area
Company
Capital Financial Solutions
James Roman'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 James Roman
James Roman currently works for Capital Financial Solutions.
James Roman's role at Capital Financial Solutions is Practice Manager.
James Roman's email address is ***@capfs.com. To view James Roman's full email address, please signup to ConnectPlex.
James Roman works in the Financial Services industry.
James Roman's colleagues at Capital Financial Solutions are David Booker, Scott Sorrell, Spencer Teddy, Steven Consiglio, Jim Ritchie, Pierre Greene, Jacob Charlwood and others.
James Roman's phone number is 919-719-0400
See more information about James Roman