CAPTRUST

2010 Crow Canyon Place Ste. 210, San Ramon, CA 94583

Claim This Location

Registered Advisors 4

David D Fernandez Theodore Dau Lew Cody Michael Cavaco Mark I Miller

Name
David D Fernandez
Theodore Dau Lew
Cody Michael Cavaco
Mark I Miller

Claim This Location

Address

Street	2010 Crow Canyon Place Ste. 210
City	San Ramon
State	CA
ZIP	94583
Country	United States

Firm

Legal Name	CAPFINANCIAL PARTNERS, LLC
SEC #	801-62193
CRD #	175112
Region	ARO
Umbrella	N

Other Firms

ALCOSTA CAPITAL MANAGEMENT, INC.

OSAIC ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

Other Investors

ERICK ELON ORMSBY

MARCO FRANK BRONZINI

GREGORY SCOTT AYNESWORTH

MATTHEW JASON KAY

BRENDALIZ VALENZUELA

Other Offices

ALCOSTA CAPITAL MANAGEMENT, INC. · SAN RAMON, CA

OSAIC ADVISORY SERVICES, LLC · San Ramon, CA

AMERITAS ADVISORY SERVICES, LLC · SAN RAMON, CA

EDWARD JONES · SAN RAMON, CA

J.P. MORGAN SECURITIES LLC · SAN RAMON, CA

WELLS FARGO CLEARING SERVICES, LLC · SAN RAMON, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN RAMON, CA

CHARLES SCHWAB & CO., INC. · San Ramon, CA

More in San Ramon, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Get in touch with this office