James Conrads, CFP
Capstone Wealth Management Group
Certified Financial Planner in Bend, OR
Address:404 SW Columbia St Ste 230
Bend, OR 97702
About James Conrads
James Conrads is a financial professional at Capstone Wealth Management Group located in Bend, Oregon. James Conrads holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Conrads provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Conrads404 SW Columbia St Ste 230
Bend, OR 97702
Phone Number:
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Website:
https://www.capstonewmg.com/
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