Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Alabama
Every SEC-registered investment adviser representative at a Captrust office in Alabama, by city and A to Z.
14 registered advisors work at Captrust in Alabama, out of 874 nationwide; it's the firm's number 19 state by advisors, and the most are in Homewood (6). 3 list the CFP designation and 2 are also registered broker representatives.
Captrust advisors by city in Alabama
Every firm in Alabama →Captrust advisors in Alabama, A to Z
Search by name →- Phillip C. AndersonBirmingham
- Mark A. BishopMontgomery · Certified Financial Planner, Chartered Financial Analyst
- Catherine S. BraggHomewood · Certified Financial Planner
- Kimberly M. ElliottBirmingham
- Alex GastBirmingham
- Robin A. GodwinMontgomery
- Oliver L. HaynesMontgomery
- Donald F. LutomskiHomewood · Chartered Financial Analyst
- John P. MaloneyHomewood · Chartered Financial Analyst
- Brian S. MitchellMontgomery · Certified Financial Planner
- Paul W. OwenHomewood
- James W. UnderwoodHomewood · Chartered Financial Analyst
- Edward V. WelchMontgomery
- Beau K. WilliamsHomewood · Chartered Financial Analyst
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Alabama?
14 investment adviser representatives are registered at Captrust offices in Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.
Where in Alabama does Captrust have the most advisors?
Homewood, with 6, then Montgomery (5). Captrust has advisors in 3 cities in Alabama.
How do I check a Captrust advisor in Alabama?
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.