Robert Adam Vickers
Investment adviser representative at Capital Advisors Wealth Management
27 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Capital Advisors Wealth Management, LLCJun 2020 to now
- Financial Management, Inc.Aug 2000 to Jun 2020
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Jan 1999 to Jun 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Capital Advisors Wealth Management
Legal name: Capital Advisors Wealth Management, LLC
$1.1BAssets managed
1,051Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2603508
- Firm CRD
- 309387