Learn about Capital Advantage through informational videos.
Explore our video library below.
Relationship Management Resources
Capital Advantage, Inc. Senior Financial Advisor Donna Zinman, CRPC® discusses Schwab Advisor Center® relationship management and professional resources.
Leveraging The Schwab Advisor Center
Jeannie Churchill and Colin Taylor from Capital Advantage discuss how they leverage features and trading solutions available on Schwab Advisor Center® to run their business.