FC
Fiona Capell
BLUE ANCHOR WEALTH ADVISORS
Bend, OR 97702
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CRD#: 7953724
FC
Professional summary
Fiona Capell is a registered financial advisor currently at BLUE ANCHOR WEALTH ADVISORS, LLC located in Bend, Oregon.
Fiona is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Fiona has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Fiona Capell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 9, 2024 - Present
BLUE ANCHOR WEALTH ADVISORS, LLC
Office #1: 790 Sw Industrial Way Suite # 100, Bend, OR 97702RIA
CRD#: 307522
Bend, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(7/9/2024)
IAR
California(7/9/2024)
IAR
Colorado(7/9/2024)
IAR
Oregon(7/9/2024)
IAR
Texas(10/14/2024)
IAR
Washington(7/9/2024)
Current Firm
BA
BLUE ANCHOR WEALTH ADVISORS, LLC
BLUE ANCHOR WEALTH ADVISORS, LLC
CRD#: 307522 / SEC#:
Alaska
Registered Investment Advisory firm - (3/12/2020 Approved)California
Registered Investment Advisory firm - (12/15/2021 Approved)Colorado
Registered Investment Advisory firm - (8/4/2020 Approved)Oregon
Registered Investment Advisory firm - (3/22/2021 Approved)Texas
Registered Investment Advisory firm - (9/20/2024 Conditional Restricted)Washington
Registered Investment Advisory firm - (6/1/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4079 Tongass Ave. Suite 204, Ketchikan, AK 99901
Mailing Address
Phone number
(907) 225-6110
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 266 |
| AUM (Assets Under Management) | $ 100,241,634 |
Red Flags
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