Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Captrust office in Phoenix, A to Z.
The short answer
25 registered advisors work at Captrust in Phoenix, out of 874 at the firm nationwide; it ranks number 18 in the city by advisors. 9 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors in Phoenix, A to Z
Every Captrust advisor →- Christina S. BurroughsCertified Financial Planner
- Thomas R. CoastAlso a broker rep
- Englanttina DashiInvestment adviser rep
- Eric S. EnsignInvestment adviser rep
- Nathan F. EricksonChartered Financial Analyst
- Mark D. FeldmanCertified Financial Planner
- William J. FroelichCertified Financial Planner, Chartered Financial Analyst
- Mary Ann Hennelly-FavataCertified Financial Planner
- Harold M. HirteInvestment adviser rep
- Tyler J. HodgesCertified Financial Planner
- Jordan IsquithInvestment adviser rep
- Evan D. JudgeCertified Financial Planner, Chartered Financial Analyst
- James C. LamancusaInvestment adviser rep
- Bradley S. LemonInvestment adviser rep
- Ryan C. PennimanInvestment adviser rep
- Kyle J. PitmanInvestment adviser rep
- Carli D. PlunkettInvestment adviser rep
- Ryan R. RafidiInvestment adviser rep
- Alexander F. ReyesInvestment adviser rep
- Carol RomneyCertified Financial Planner
- Denise R. RothermelCertified Financial Planner
- Alisha E. RussoInvestment adviser rep
- Audrey L. ScroggsInvestment adviser rep
- Justin T. VandegriffCertified Financial Planner, Chartered Financial Analyst
- David B. WestraInvestment adviser rep
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Captrust advisors in other cities
Raleigh, NC 120Boston, MA 52Brentwood, TN 31Charlotte, NC 30Tampa, FL 30San Antonio, TX 26Chesterton, IN 20Dallas, TX 18Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Indianapolis, IN 16Leawood, KS 16
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Captrust have in Phoenix?
25 investment adviser representatives are registered at Captrust offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 874 nationwide. 9 list the CFP designation and 1 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Phoenix?
Captrust ranks number 18 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Captrust advisor in Phoenix?
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.