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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Greenville, NC

Every SEC-registered investment adviser representative at a Capital Analysts office in Greenville, A to Z.

The short answer

6 registered advisors work at Capital Analysts in Greenville, out of 557 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Capital Analysts advisors in Greenville, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 27Braintree, MA 23Getzville, NY 16Lombard, IL 15Tallahassee, FL 15Jenkintown, PA 13Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8

Other firms in Greenville

All Greenville advisors →

Wells Fargo Clearing Services, LLC 19Edward Jones 10Carolina Wealth Management, Inc. 8Raymond James & Associates, Inc. 7Lincoln Investment 6H. L. Ormond & Company, LLC 5Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4Ameriprise Financial Services, LLC 3First Citizens Investor Services, Inc. 3

Questions

How many financial advisors does Capital Analysts have in Greenville?

6 investment adviser representatives are registered at Capital Analysts offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 557 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Greenville?

Capital Analysts ranks number 5 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 19.

How do I check a Capital Analysts advisor in Greenville?

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 Analysts 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.