John Capasso (CRD# 1700026) is an Investment Advisor Representative working at Capital Planning Associates, Incorporated in Marlton, NJ and has over 36 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Captive Planning Associates LLC | Marlton, NJ | May 2007 - Current | 17 |
| Capital Planning Associates, Inc. | Marlton, NJ | Feb 1991 - Current | 33 |
| Fsc Securities Corp | Marlton, NJ | Aug 2010 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
- NJ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$428,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ
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