Financial ADVSR advisor directory · SEC adviser records
Capital Management LLC financial advisors in Greensboro, NC
Every SEC-registered investment adviser representative at a Capital Management LLC office in Greensboro, A to Z.
The short answer
3 registered advisors work at Capital Management LLC in Greensboro, out of 3 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Capital Management LLC advisors in Greensboro, A to Z
Every Capital Management LLC advisor →- David P. Gray Jr.Certified Financial Planner
- Charles T. ReidInvestment adviser rep
- Joseph C. WilliamsInvestment adviser rep
Capital Management LLC advisors in every city and state →Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Greensboro
All Greensboro advisors →LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Capital Management LLC have in Greensboro?
3 investment adviser representatives are registered at Capital Management LLC offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Capital Management LLC one of the largest advisor employers in Greensboro?
Capital Management LLC ranks number 43 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.
How do I check a Capital Management LLC advisor in Greensboro?
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 Capital Management LLC 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.