Featured Business Financial Advisor in Apex, NC
Apex Financial Advisors
Capital Financial Advisory Group, LLC
1500 Town Side Drive, Suite 200, Call : (919) 657-4201
Apex, NC 27502
(919) 657-4201
“Fiduciaries for a Predictable Lifetime Retirement Income!”
Advisor Profile
Coach Pete D'Arruda, RICP, MRFC, RFC
Name:  Coach Pete D'Arruda, RICP, MRFC, RFC
Phone Number:  (919) 657-4201
Website:  Visit Website
Disclosure Link:
https://www.capitalfinancial...
Disclaimer
Investment Advisory services offered through Capital Financial Advisory Group, LLC. Capital Financial Advisory Group, LLC provides general information on this website, not individually targeted personalized advice. Information and advice provided here is not an offer to buy or sell securities. Before commencing an investment program we recommend you seek independent professional legal, tax and investment advice as to whether it is suitable for your particular needs and circumstances. Failure to seek detailed professional, personally tailored advice prior to acting could lead to you acting contrary to your own best interests and could lead to losses of capital. Nothing contained herein should be construed as a warranty of investment results. All information provided or contained in this portion of the Web site is the property of Capital Financial Advisory Group, LLC, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Capital Financial Advisory Group, LLC. All rights reserved. Before deciding on an annuity, you should consider your income needs, risk tolerance and investment objectives. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company.

About Capital Financial Advisory Group, LLC

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.

His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.

Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.

The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.

Call today and see if this is the family atmosphere you've always wanted.
 

General Information

CRD#:    2756672
Firm CRD#:    144374
Insurance License#:    701175
States Licensed in:    NC VA SC
States Willing to do Business in:    Angier,Broadway,Buies Creek,Carrboro,Cary,Chapel Hill,Clayton,Coats,Durham,Fuquay Varina,Garner,Holly Springs,Knightdale,Moncure,Morrisville,New Hill,Pittsboro,Raleigh,Sanford,Wake Forest,Willow Spring
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    27
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Retirement Income Certified Planner, Registered Financial Consultant (RFC)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care, Disability, Annuity
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
 

Firm Information

Firm's Number of Clients:    300
Firm's Number of Planning Clients:    300
Firm's Number of Managed Clients:    150
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    0.07
Hourly Rate:    $299
Additional Details on Charges:    Only charge a planning fee when agreed upon in advance.
Minimum Fee Charged for Managed Accounts:    $100
Minimum Fee Charged for Hourly Planning Accounts:    $250
 
 
 
Prepared By: Coach Pete D'Arruda, RICP, MRFC, RFC
 
 
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