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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Folsom, CA

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

The short answer

7 registered advisors work at Captrust in Folsom, out of 874 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Captrust advisors in Folsom, 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 Folsom

All Folsom advisors →

Allworth Financial, L.P. 110Edward Jones 18Morgan Stanley 18Strategic Advisers LLC 18Equitable Advisors, LLC 17LPL Financial LLC 16Ameritas Advisory Services, LLC 15Planned Solutions, Inc. 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6Commonwealth Financial Network 4J.P. Morgan Securities LLC 4

Questions

How many financial advisors does Captrust have in Folsom?

7 investment adviser representatives are registered at Captrust offices in Folsom, California, according to the SEC's Investment Adviser Public Disclosure records, out of 874 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Folsom?

Captrust ranks number 8 in Folsom by registered advisors; Allworth Financial, L.P. has the most, with 110.

How do I check a Captrust advisor in Folsom?

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.