Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Virginia
Every SEC-registered investment adviser representative at a Captrust office in Virginia, by city and A to Z.
26 registered advisors work at Captrust in Virginia, out of 874 nationwide; it's the firm's number 13 state by advisors, and the most are in Alexandria (13). 15 list the CFP designation and 13 are also registered broker representatives.
Captrust advisors by city in Virginia
Every firm in Virginia →Alexandria 13Lynchburg 4Roanoke 4Annandale 1Ashburn 1Glen Allen 1Midlothian 1Richmond 1
Captrust advisors in Virginia, A to Z
Search by name →- Quinn W. ArcherAlexandria
- Andrew J. AtarasAlexandria · Certified Financial Planner
- Beryl W. BallGlen Allen
- Nathan BlumenscheinAlexandria · Certified Financial Planner
- Marcus P. BorelLynchburg · Certified Financial Planner
- Kelly P. CampbellAlexandria · Certified Financial Planner, Chartered Financial Consultant
- Richard L. ClementAlexandria · Certified Financial Planner
- Terence H. CrowgeyRoanoke · Chartered Financial Analyst
- Amanda M. Crowgey WellsRoanoke
- Frances FangAlexandria · Certified Financial Planner
- John M. FlippinLynchburg · Certified Financial Planner
- Tyler J. FrechAlexandria · Certified Financial Planner
- Matthew R. HaskeLynchburg
- Raymond J. IronsRoanoke
- Scott C. LemenAlexandria
- Meghan LuskAlexandria · Certified Financial Planner
- Nicholas V. MelloneAshburn · Certified Financial Planner
- William W. PaxtonLynchburg · Certified Financial Planner
- Mark M. PrestonAlexandria · Certified Financial Planner
- James T. Pugh Jr.Roanoke · Chartered Financial Analyst
- Jacob RawlingsAlexandria
- Barron V. SchmittRichmond
- Brian StewartAlexandria · Certified Financial Planner, Chartered Financial Consultant
- Jaylen ThomasAlexandria
- Willie J. Thomas IIIAnnandale · Certified Financial Planner
- Thomas D. TruluckMidlothian · 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 27Ohio 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 Virginia?
26 investment adviser representatives are registered at Captrust offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 15 list the CFP designation and 13 are also registered as broker representatives.
Where in Virginia does Captrust have the most advisors?
Alexandria, with 13, then Lynchburg (4). Captrust has advisors in 8 cities in Virginia.
How do I check a Captrust advisor in Virginia?
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.