Products & Services

At Capital Financial Services, we provide help in the areas of retirement planning, saving for college, investment planning, and asset management. Some of the products we offer include:

  • Mutual Funds
  • Annuities
  • Retirement Plans
  • Investment Advisory Services
  • Full Service Brokerage Services
  • Insurance
    • Life
    • Variable Life
    • Long Term Care
    • Disability

Order Routing Disclosure

Pershing Order Routing disclosure website. View here  Our link brings you to the disclosure page before you can enter the site.  There will be a box to indicate the Broker Dealer you wish to view,  In this box enter the following words that are in bold (it is word specific). Capital Financial Services

RBC Correspondent Services Order Routing

To view the Order Routing for RBC Correspondent Services View Here. Once you click on this link, it will bring you to the RBC page title “SEC Order Handling Disclosure”. To view the TAG report, click on the “Order Handling Disclosure Report” link at the bottom of the page. Once this page opens up in the “Company” drop down box, select “RBC Correspondent Services, a division of RBC Capital Markets, LLC — dcsd” then select the time period you wish to view.