Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in California
Every SEC-registered investment adviser representative at a Captrust office in California, by city and A to Z.
57 registered advisors work at Captrust in California, out of 874 nationwide; it's the firm's number 4 state by advisors, and the most are in Sacramento (17). 24 list the CFP designation and 32 are also registered broker representatives.
Captrust advisors by city in California
Every firm in California →Sacramento 17Costa Mesa 16Folsom 7Roseville 5Pasadena 2San Ramon 2Camarillo 1Riverside 1San Diego 1San Francisco 1San Juan Capistrano 1Santa Barbara 1Westlake Village 1Woodland Hills 1
Captrust advisors in California, A to Z
Search by name →- Taria D. AgbelusiCamarillo
- William D. AltavillaFolsom
- Alonso AmayaSan Juan Capistrano
- Peter J. AshbySacramento · Certified Financial Planner
- Deanna R. BamfordRoseville
- Jared W. BergstromCosta Mesa · Certified Financial Planner, Chartered Financial Analyst
- Joshuaalexander S. BingtanSacramento · Certified Financial Planner
- Christopher M. BougeoklesCosta Mesa · Certified Financial Planner
- Kelly T. BrothersSacramento · Certified Financial Planner
- Alexander G. BrownSacramento · Certified Financial Planner
- Lon E. BurfordSacramento · Certified Financial Planner
- Angie ButlerSacramento
- Randy L. ByardSacramento
- Karen S. CasillasWestlake Village
- Cody M. CavacoSan Ramon
- Melissa W. CellaFolsom
- Kevin A. ChangRoseville · Certified Financial Planner
- Tiffany ChauCosta Mesa
- Simon Y. ChungCosta Mesa · Certified Financial Planner
- Lauren M. CostanFolsom
- Andrew J. CostelloPasadena · Certified Financial Planner
- Rosanne CostelloPasadena
- Devyn L. DuexSanta Barbara
- Morgan E. EvansCosta Mesa
- Hans P. EwertCosta Mesa
- William B. GabriSacramento · Certified Financial Planner
- Jaden J. GallardoCosta Mesa
- Michael T. GenoveseSacramento · Certified Financial Planner
- Scott M. GordonFolsom
- Tyler W. GreenSacramento
- Ronald A. HeathWoodland Hills
- Rosana HernandezSan Francisco
- Jenny M. HoodSacramento · Certified Financial Planner
- Mark G. HuffmanSacramento · Certified Financial Planner
- Marion A. Jabczenski IICosta Mesa
- Ryan G. JantzenFolsom
- Connor D. KeimCosta Mesa · Chartered Financial Analyst
- Patricia LedbetterSacramento
- John H. Lockwood Jr.Sacramento · Certified Financial Planner
- Keith G. Manning IISan Diego
- Anna G. MartinezSacramento
- Kathryn C. McCallSacramento · Certified Financial Planner
- Mark I. MillerSan Ramon
- Eric MoistCosta Mesa
- Jared R. OrenCosta Mesa · Certified Financial Planner
- Garrett M. PalmeCosta Mesa
- Teresa A. ParkerRiverside · Certified Financial Planner
- Christine S. PetersenFolsom · Certified Financial Planner
- Marcel PlomteauxRoseville · Certified Financial Planner
- Christeen M. ReegFolsom
- Jarryd M. ReyesCosta Mesa · Certified Financial Planner
- Lauren M. RowanSacramento · Certified Financial Planner
- Scott C. ThomasRoseville · Certified Financial Planner
- Glendon C. TrullingerCosta Mesa
- Todd R. WalshCosta Mesa
- Rodney C. WaterburyRoseville · Certified Financial Planner
- Shane D. WhippoCosta Mesa · Chartered Financial Analyst
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in California?
57 investment adviser representatives are registered at Captrust offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 24 list the CFP designation and 32 are also registered as broker representatives.
Where in California does Captrust have the most advisors?
Sacramento, with 17, then Costa Mesa (16). Captrust has advisors in 14 cities in California.
How do I check a Captrust advisor in California?
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.