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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Clarkston, MI

Every SEC-registered investment adviser representative at a Captrust office in Clarkston, A to Z.

5 registered advisors work at Captrust in Clarkston, out of 915 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Captrust advisors in Clarkston, A to Z

Every Captrust advisor →

Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →

Captrust advisors in other cities

Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16

Other firms in Clarkston

All Clarkston advisors →

Verde Capital Management, Inc. 12LPL Financial LLC 9Edward Jones 8J.P. Morgan Securities LLC 5Ecos Wealth Advisors 4Osaic Wealth, Inc. 4Raymond James & Associates, Inc. 4Retiremitten Financial LLC 4Ameritas Advisory Services, LLC 3Prospera Financial Services, Inc. 3

Questions

How many financial advisors does Captrust have in Clarkston?

5 investment adviser representatives are registered at Captrust offices in Clarkston, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Clarkston?

Captrust ranks number 4 in Clarkston by registered advisors; Verde Capital Management, Inc. has the most, with 12.

How do I check a Captrust advisor in Clarkston?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.