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Capital Solutions is supported by a long history of skilled individuals, great goods, and a pragmatic, need-based approach to financial strategies. It was established in Austin, TX. Their objective is to improve client solutions and deliver higher quality advice through a holistic approach to financial services. Their representatives engage in teams that provide diverse views toward problem solving, resulting in improved client solutions and higher quality advice. Its mission is to assist people in creating a more secure financial future. With over 60 years of industry expertise, they remain devoted to the basic values upon which their firm was founded, and they use their strength to provide great value to all of its advisers and clients.
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Team
Professional experience
Professional Growth
How many years of experience do Capital Strategies employees have before joining?
Years of experience at Capital Strategies: Newcomers: 29%, Experiencers: 15%, Experts: 12%, Veterans: 44%. Capital Strategies employees have 8+ years experience on average before joining.
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Professional Growth
Where did Capital Strategies employees work before joining?
Where they've worked before Capital Strategies: Advantage Solutions, Aflac, Allstate. Typical Capital Strategies employees have worked at Advantage Solutions.
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Advantage Solutions
Aflac
Allstate
Professional Growth
What industries did Capital Strategies employees work in previously?
Industry Background: The most typical industries of Capital Strategies: Insurance Agency & Brokerage Firms, Investing Companies, Social Advocacy Organizations, Consulting Companies, Religious Organizations. Capital Strategies employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth
Where did Capital Strategies employees work before joining?
Past employers' size at Capital Strategies: Small: 38%, Medium: 13%, Large: 49%. Most Capital Strategies employees have previously worked at large companies.
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Educational background
Educational background
What did employees at Capital Strategies study?
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Top educational institutions
Where did employees at Capital Strategies study?
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Employee data
Professional Growth
How long do people stay in a role at Capital Strategies?
Time employed at Capital Strategies: <1: 3%, 1-3: 30%, 4-8: 17%, 9-13: 21%, 14-20: 12%, 20+: 17%. Most Capital Strategies employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values
How does Capital Strategies rank for age & gender diversity?
Gender ratio at Capital Strategies: 74.1% Male and 25.9% Female. Age ratio at Capital Strategies: 16-20: 0%, 21-30: 19%, 31-40: 27%, 41-50: 19%, 51-60: 21%, 60+: 14%. Capital Strategies rates - 17.1% less female than the industry average. Most Capital Strategies employees are 31-40, which is on par with the industry median age range.
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Professional Growth
What are the top roles at Capital Strategies?
Top roles of Capital Strategies: Financial Planner, President and CEO, Financial Professional, Vice President, Financial Advisor. The top role at Capital Strategies is Financial Planner.
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Financial Planner
President and CEO
Financial Professional
Vice President
Financial Advisor
Career advancement
Professional Growth
How does Capital Strategies rank for career advancement?
Career advancement at Capital Strategies: very low. Capital Strategies ranks very low for career advancement which is below the industry average.
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Professional Growth
What companies do Capital Strategies employees go on to work at?
Future employers of Capital Strategies: Agent First Alliance, Ashbaugh & Associates Inc, Chisholm Trail Financial Group, City of Los Angeles, Creative Action. People who work at Capital Strategies most typically go on to work for the Agent First Alliance.
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Agent First Alliance
Ashbaugh & Associates Inc
Chisholm Trail Financial Group
City of Los Angeles
Creative Action
