Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Utah
Every SEC-registered investment adviser representative at a Captrust office in Utah, by city and A to Z.
10 registered advisors work at Captrust in Utah, out of 874 nationwide; it's the firm's number 22 state by advisors, and the most are in Salt Lake City (10). 2 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors by city in Utah
Every firm in Utah →Captrust advisors in Utah, A to Z
Search by name →- Brodie D. BarnesSalt Lake City · Certified Financial Planner
- Kimberly A. BreaultSalt Lake City
- Eric P. BurtonSalt Lake City
- Spencer A. HarmonSalt Lake City
- Brent J. HartmanSalt Lake City
- Schafer HeinerSalt Lake City
- Brett JohnsonSalt Lake City · Chartered Financial Consultant
- Ryan KartchnerSalt Lake City
- Donna K. LyonSalt Lake City
- Jeffrey L. ScottSalt Lake City · 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 10Washington 10Iowa 8Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Utah?
10 investment adviser representatives are registered at Captrust offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Where in Utah does Captrust have the most advisors?
Salt Lake City, with 10. Captrust has advisors in 1 city in Utah.
How do I check a Captrust advisor in Utah?
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.