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Joyce Ellen Alsbury

Investment adviser representative at Capital Analysts
14 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Capital AnalystsJan 2018 to now
  2. Insurance SalesSep 2014 to now
  3. Lincoln Investment Planning, Inc.Jan 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (WA).

Capital Analysts

Legal name: Capital Analysts, LLC

$8.8BAssets managed
15,840Clients
596Advisers
14 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
3122858
Firm CRD
162200
Advisor's SEC record (opens in a new tab)
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