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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Birmingham, AL

Every SEC-registered investment adviser representative at a Captrust office in Birmingham, A to Z.

The short answer

3 registered advisors work at Captrust in Birmingham, out of 874 at the firm nationwide; it ranks number 65 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors in Birmingham, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 120Boston, MA 52Brentwood, TN 31Charlotte, NC 30Tampa, FL 30San Antonio, TX 26Phoenix, AZ 25Chesterton, IN 20Dallas, TX 18Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Indianapolis, IN 16

Other firms in Birmingham

All Birmingham advisors →

Stonex Advisors Inc. 111Waverly Advisors, LLC 92Wells Fargo Clearing Services, LLC 87Morgan Stanley 81Raymond James & Associates, Inc. 53LPL Financial LLC 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Eversource Wealth Advisors, LLC 29Cetera Investment Advisers LLC 26The Welch Group, LLC 26

Questions

How many financial advisors does Captrust have in Birmingham?

3 investment adviser representatives are registered at Captrust offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 874 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Birmingham?

Captrust ranks number 65 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.

How do I check a Captrust advisor in Birmingham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.