Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Greensboro, NC
Every SEC-registered investment adviser representative at a Captrust office in Greensboro, A to Z.
4 registered advisors work at Captrust in Greensboro, out of 915 at the firm nationwide; it ranks number 29 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Captrust advisors in Greensboro, A to Z
Every Captrust advisor →- Walter E. AbeleCertified Financial Planner · Also a broker rep
- Phillip EptingCertified Financial Planner · Also a broker rep
- Steven H. MortonCertified Financial Planner
- Jonathan B. SmithAlso a broker rep
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 Greensboro
All Greensboro advisors →LPL Financial LLC 42Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Wells Fargo Clearing Services, LLC 27Edward Jones 26Valic Financial Advisors, Inc. 23Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Truist Advisory Services, Inc. 13Raymond James Financial Services Advisors, Inc. 12Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Captrust have in Greensboro?
4 investment adviser representatives are registered at Captrust offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Greensboro?
Captrust ranks number 29 in Greensboro by registered advisors; LPL Financial LLC has the most, with 42.
How do I check a Captrust 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 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.