Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Sacramento, CA
Every SEC-registered investment adviser representative at a Captrust office in Sacramento, A to Z.
17 registered advisors work at Captrust in Sacramento, out of 915 at the firm nationwide; it ranks number 9 in the city by advisors. 12 list the CFP designation and 14 are also registered broker representatives.
Captrust advisors in Sacramento, A to Z
Every Captrust advisor →- Peter J. AshbyCertified Financial Planner · Also a broker rep
- Joshuaalexander S. BingtanCertified Financial Planner · Also a broker rep
- Kelly T. BrothersCertified Financial Planner · Also a broker rep
- Alexander G. BrownCertified Financial Planner · Also a broker rep
- Lon E. BurfordCertified Financial Planner · Also a broker rep
- Angie ButlerAlso a broker rep
- Randy L. ByardAlso a broker rep
- William B. GabriCertified Financial Planner · Also a broker rep
- Michael T. GenoveseCertified Financial Planner · Also a broker rep
- Tyler W. GreenInvestment adviser rep
- Jenny M. HoodCertified Financial Planner
- Mark G. HuffmanCertified Financial Planner · Also a broker rep
- Patricia LedbetterInvestment adviser rep
- John H. Lockwood Jr.Certified Financial Planner · Also a broker rep
- Anna G. MartinezAlso a broker rep
- Kathryn C. McCallCertified Financial Planner · Also a broker rep
- Lauren M. RowanCertified Financial Planner · Also a broker rep
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 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Sacramento
All Sacramento advisors →Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 35Osaic Wealth, Inc. 27Charles Schwab & Co., Inc. 19Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13J.P. Morgan Securities LLC 12
Questions
How many financial advisors does Captrust have in Sacramento?
17 investment adviser representatives are registered at Captrust offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 12 list the CFP designation and 14 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Sacramento?
Captrust ranks number 9 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.
How do I check a Captrust advisor in Sacramento?
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.