The officers and team of Capital Strategies are active in a wide variety of professional associations. These organizations provide continuing education and an exchange of planning techniques. The following list does not, however, constitute an endorsement by these associations:
- American Society of CLU & ChFC
- International Association for Financial Planning
- National Association of Life Underwriters
- Certified Financial Planner Board of Standards, Inc.
Planners of Capital Strategies are registered representatives and Investment Advisor Representatives of LPL Financial for the sale of securities and with respect to Fee-Based advisory services. LPL Financial is the #1 independent broker/dealer firm in the United States*, and member of FINRA/SIPC. As a registered representative, the Capital Strategies planner may receive compensation for such transactions.
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As reported by Financial Planning Magazine, June 1996-2016, based on total revenue