Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Sophia Whelchel is an Investment Advisor Representative at The Caprock Group, LLC. Anna has been in the industry since 2014, and has held previous roles at companies such as Hamilton Lane and Align Impact. Anna is registered as an Investment Advisor Representative in Idaho and specializes in areas such as portfolio management for individuals and businesses, financial planning, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
06/05/2023 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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