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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Capital Analysts office in North Carolina, by city and A to Z.

16 registered advisors work at Capital Analysts in North Carolina, out of 557 nationwide; it's the firm's number 11 state by advisors, and the most are in Greenville (7). 0 list the CFP designation and 16 are also registered broker representatives.

Capital Analysts advisors by city in North Carolina

Every firm in North Carolina →

Greenville 7Knightdale 2Matthews 2Albemarle 1Albermarle 1Blowing Rock 1Henderson 1Kightsdale 1

Capital Analysts advisors in North Carolina, A to Z

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Capital Analysts advisors in every state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts in other states

Pennsylvania 90New York 75Florida 66Massachusetts 53New Jersey 50Ohio 35Michigan 24Illinois 22Texas 22California 18Arizona 15Georgia 13Washington 11Arkansas 5Tennessee 5Connecticut 4Maryland 4Minnesota 4Indiana 3Missouri 3Virginia 3Wisconsin 3

Questions

How many Capital Analysts financial advisors are in North Carolina?

16 investment adviser representatives are registered at Capital Analysts offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 557 at the firm nationwide. 0 list the CFP designation and 16 are also registered as broker representatives.

Where in North Carolina does Capital Analysts have the most advisors?

Greenville, with 7, then Knightdale (2). Capital Analysts has advisors in 8 cities in North Carolina.

How do I check a Capital Analysts advisor in North Carolina?

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 Capital Analysts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.