JC
Jeffrey Carney
from Capital Wealth Planning, LLC
Jeffrey Carney is a financial advisor based in Florida, Naples,
with 23 years of experience. Jeffrey currently works for
Capital Wealth Planning, LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Carney works at Capital Wealth Planning, LLC
Capital Wealth Planning, LLC is a financial advisory firm based in Naples, Florida. It currently has approximately $7,577,626,251 of assets under management and employs about 28 people. Capital Wealth Planning, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
and a percentage of assets under your management
Office location
9015 Strada Stell Ct, Suite 203, Naples, Florida, 34109
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