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Carolyn Eileen Wuertz

Capital Analysts

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About Carolyn Eileen Wuertz

Carolyn Wuertz is a financial advisor with over 10 years of experience in the industry. Carolyn Wuertz is currently registered with Capital Analysts in Tucson, Arizona. Carolyn Wuertz has worked with a range of clients, including high net worth individuals, corporations, and charitable organizations. Carolyn Wuertz provides a range of services, including financial planning, portfolio management, and pension consulting. Carolyn Wuertz is also registered with the state of Arizona.

Firm Information

Carolyn Wuertz is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carolyn Wuertz’s Registration & Firm History

AZ

06/12/2018 - Present

Capital Analysts (Tuscon AZ)

AZ

11/21/2006 - 01/03/2017

LEGEND EQUITIES CORPORATION (Tucson AZ)

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Licenses & Designations

IA

Issued 02/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolyn Eileen Wuertz.
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