Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in South Carolina
Every SEC-registered investment adviser representative at a Captrust office in South Carolina, by city and A to Z.
18 registered advisors work at Captrust in South Carolina, out of 874 nationwide; it's the firm's number 16 state by advisors, and the most are in Greenville (17). 8 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors by city in South Carolina
Every firm in South Carolina →Captrust advisors in South Carolina, A to Z
Search by name →- Olivia BaffourGreenville
- Wesley M. BoyceGreenville · Certified Financial Planner
- James A. Cannon Jr.Greenville · Certified Financial Planner
- Harrison M. CollinsGreenville · Certified Financial Planner
- Maura S. CopseyGreenville
- Christine R. CunninghamGreenville · Certified Financial Planner
- Gary C. DavisGreenville
- Carter R. HallGreenville · Certified Financial Planner
- Nicholas HodgkinsGreenville · Certified Financial Planner
- Jason E. LewisGreenville · Certified Financial Planner
- Morgan D. MerlineGreenville
- Russell B. MillerGreenville · Certified Financial Planner
- Alan R. Nachman IIGreenville
- Benjamin K. Norwood IIIGreenville
- Thomas J. Reynolds IIIGreenville
- Timothy D. RiceBluffton
- James R. TaltonGreenville
- John A. TortoriciGreenville
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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 19Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in South Carolina?
18 investment adviser representatives are registered at Captrust offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 8 list the CFP designation and 5 are also registered as broker representatives.
Where in South Carolina does Captrust have the most advisors?
Greenville, with 17, then Bluffton (1). Captrust has advisors in 2 cities in South Carolina.
How do I check a Captrust advisor in South 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 Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.