Capiz Calloway
Capiz Calloway is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Ashford Center N., Suite 150, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Capiz works as a financial advisor for Advanced Financial Strategies, dedicating minimal time. Capiz also acts as Power of Attorney, jointly with his aunt's eldest son, to oversee her financial affairs, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations15 states
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