Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Louisiana
Every SEC-registered investment adviser representative at a Captrust office in Louisiana, by city and A to Z.
6 registered advisors work at Captrust in Louisiana, out of 874 nationwide; it's the firm's number 25 state by advisors, and the most are in New Orleans (6). 3 list the CFP designation and 1 are also registered broker representatives.
Captrust advisors by city in Louisiana
Every firm in Louisiana →Captrust advisors in Louisiana, A to Z
Search by name →- Katherine M. GibertNew Orleans
- George D. GriswoldNew Orleans · Certified Financial Planner
- Jeremy T. HeadNew Orleans · Certified Financial Planner
- Lisa T. KeleherNew Orleans · Chartered Financial Analyst
- Andrew B. WisdomNew Orleans
- Luis C. ZervigonNew Orleans · Certified Financial Planner
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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 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Louisiana?
6 investment adviser representatives are registered at Captrust offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Where in Louisiana does Captrust have the most advisors?
New Orleans, with 6. Captrust has advisors in 1 city in Louisiana.
How do I check a Captrust advisor in Louisiana?
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.