Welcome
A full-service wealth planning firm based in Southern California, we understand the myriad risks inherent in the successful accumulation and preservation of our clients'assets.
Most people expect life to be a continuum of increasing success. But life takes unexpected turns. Outliving one's income, dying too soon, ill health, business interruption, increasing risk of litigation... all these events and others underscore our role and remind us that risk management must protect our clients'valuable assets. We believe only comprehensive planning can position our clients to prepare for and respond to these circumstances.
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Capital Intelligence Associates advisors are Registered Representative(s) of and offers securities products & services through LPL Financial, Member FINRA - SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in all 50 states.
Individuals are also separately registered as an investment adviser(s) or is (are) a separate investment adviser(s) under Capital Intelligence Advisors, Inc., a registered investment adviser, offering advisory services in the state or California. As such, these services are strictly intended for individuals residing in California.
IMPORTANT CONSUMER INFORMATION
A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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