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Whitney W Warmack

THE Caprock Group, LLC

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About Whitney W Warmack

Whitney Warmack is a financial advisor currently registered with The Caprock Group, LLC. Whitney has been in the industry since July 2007. She has a wide range of experience having previously worked at Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., Goldman, Sachs & Co., and Ameriprise Financial Services, Inc. Whitney specializes in wealth management and consulting for a variety of clients, including individuals, families, corporations, and charitable organizations.

Firm Information

Whitney Warmack is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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.

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wealth management & consulting

Wealth management & consulting

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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Whitney Warmack’s Registration & Firm History

TX

09/28/2023 - Present

THE Caprock Group, LLC (Austin TX)

GA

12/04/2015 - 01/30/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)

GA

01/03/2011 - 12/04/2015

BARCLAYS CAPITAL INC. (ATLANTA GA)

NY

09/26/2008 - 12/02/2010

GOLDMAN, SACHS & CO. (NEW YORK NY)

GA

07/03/2007 - 09/09/2008

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2014

Series 3 - National Commodity Futures Examination

BC

Issued 07/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Whitney W Warmack.
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