Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Captrust office in Raleigh, A to Z.
120 registered advisors work at Captrust in Raleigh, out of 915 at the firm nationwide; it ranks number 2 in the city by advisors. 25 list the CFP designation and 63 are also registered broker representatives.
Captrust advisors in Raleigh, A to Z
Every Captrust advisor →- William C. AbbottCertified Financial Planner · Also a broker rep
- Brandon C. AberInvestment adviser rep
- Martha G. AldridgeInvestment adviser rep
- Lindsay M. AllenCertified Financial Planner · Also a broker rep
- Jeremy A. AltfederAlso a broker rep
- George W. Barrett IIICertified Financial Planner
- Jason M. BartInvestment adviser rep
- Lauren M. BartholomewAlso a broker rep
- Catherine C. BassCertified Financial Planner
- Eric N. BenedictInvestment adviser rep
- Colin M. BentleyInvestment adviser rep
- Spencer W. BrownCertified Financial Planner
- Denise M. BuchananAlso a broker rep
- Lawrence J. CaisonInvestment adviser rep
- John B. CarrCertified Financial Planner · Also a broker rep
- Timothy A. CarterAlso a broker rep
- Marc R. CasianoAlso a broker rep
- William N. ChitwoodAlso a broker rep
- Peter M. ColemanAlso a broker rep
- John W. Collins IIIAlso a broker rep
- Allison N. ConradInvestment adviser rep
- Adam C. CorkAlso a broker rep
- Ericka E. CorkInvestment adviser rep
- Ellen D. CrowleyInvestment adviser rep
- Philip R. D'UngerCertified Financial Planner · Also a broker rep
- Richard C. Day IIICertified Financial Planner
- Nicholas A. DecensoAlso a broker rep
- Karen O. DeniseAlso a broker rep
- Anthony DevivoInvestment adviser rep
- Jared S. DorazioAlso a broker rep
- Jennifer R. DossAlso a broker rep
- Robert A. EagleAlso a broker rep
- Daniel J. EschInvestment adviser rep
- Shaun EskamaniAlso a broker rep
- Tanner W. FieldsCertified Financial Planner
- Patrick B. FlintAlso a broker rep
- Marshall A. FutrellInvestment adviser rep
- John C. Garrett Jr.Investment adviser rep
- Justin J. GartmanAlso a broker rep
- Robert M. GrayPersonal Financial Specialist · Also a broker rep
- Robert S. HartingerCertified Financial Planner · Also a broker rep
- John C. HaysAlso a broker rep
- Ryan W. HeathAlso a broker rep
- Michael HendersonInvestment adviser rep
- Marc HermerChartered Financial Analyst
- Charles L. Hite Jr.Certified Financial Planner · Also a broker rep
- James R. HobsonAlso a broker rep
- Tanner HodgesInvestment adviser rep
- David A. HoodInvestment adviser rep
- Wilson S. Hoyle IIIAlso a broker rep
- Allison V. HubbellAlso a broker rep
- Michael E. HudsonAlso a broker rep
- Raymond J. Irons IICertified Financial Planner
- Joshua C. IsleyAlso a broker rep
- Donn A. JohnstonCertified Financial Planner
- Donn A. JohnstonCertified Financial Planner
- Katherine F. JohnstonInvestment adviser rep
- Robert C. JonesAlso a broker rep
- Brittany E. JungersAlso a broker rep
- Stephen P. KeshishianCertified Financial Planner
- Walter B. KeysCertified Financial Planner · Also a broker rep
- Samuel L. KirbyAlso a broker rep
- Robert D. KirkAlso a broker rep
- Michael D. KnowlesAlso a broker rep
- Deborah LangerCertified Financial Planner · Also a broker rep
- Matthew L. LeggettAlso a broker rep
- Kristen H. LehrerInvestment adviser rep
- Bryan T. LewisInvestment adviser rep
- June M. LewisInvestment adviser rep
- Megan S. LoftinCertified Financial Planner · Also a broker rep
- Vicki E. LoveInvestment adviser rep
- Daniel M. LoweAlso a broker rep
- Helen E. MarshallInvestment adviser rep
- John S. MartinAlso a broker rep
- Joshua G. MartinCertified Financial Planner
- Brandon J. MartinesonInvestment adviser rep
- Mark T. MedlinAlso a broker rep
- James F. MillerInvestment adviser rep
- Catherine S. MitchellAlso a broker rep
- Kevin M. MonroeAlso a broker rep
- Michael L. Moreno Jr.Also a broker rep
- Marie D. PasqualeChartered Financial Analyst
- Kirby E. Pate Jr.Investment adviser rep
- Evan M. PattersonAlso a broker rep
- Constantine S. PavlackInvestment adviser rep
- Brian M. PollardCertified Financial Planner · Also a broker rep
- Andrew R. RaggioAlso a broker rep
- Amanda H. RitterCertified Financial Planner
- Adam G. RobinetteInvestment adviser rep
- Peter F. RuffelInvestment adviser rep
- Ashley L. RushinAlso a broker rep
- Abigail J. RussellInvestment adviser rep
- Christine SafarikasChartered Financial Analyst
- Catherine M. SeeberCertified Financial Planner
- Susanna SegraveInvestment adviser rep
- Brent A. SimpsonAlso a broker rep
- Jill J. SincebaughCertified Financial Planner
- Briana G. SmithCertified Financial Planner · Also a broker rep
- Heidi B. SpencerInvestment adviser rep
- Jason F. StanicekAlso a broker rep
- Christopher R. StaufferInvestment adviser rep
- James R. StenstromAlso a broker rep
- Jon E. StricklandAlso a broker rep
- Michael D. StrotherAlso a broker rep
- Hennessey P. StuartInvestment adviser rep
- Rashad SullivanAlso a broker rep
- Daniel A. SummerlinAlso a broker rep
- James R. Talton IIIAlso a broker rep
- Duncan TartInvestment adviser rep
- Lewis L. ThomasInvestment adviser rep
- Cesar I. TovarInvestment adviser rep
- Tonja W. TruesdellInvestment adviser rep
- Kyle L. TuckerCertified Financial Planner · Also a broker rep
- Haley M. Van HornInvestment adviser rep
- Jonathan S. WallInvestment adviser rep
- Audrey C. WheatAlso a broker rep
- Cheryl S. WickhamAlso a broker rep
- Sophia C. YacobiInvestment adviser rep
- David D. YorkAlso a broker rep
- Valerie W. YoungInvestment adviser 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
Boston, 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 16Uniontown, OH 16
Other firms in Raleigh
All Raleigh advisors →Wells Fargo Clearing Services, LLC 123Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50Truist Advisory Services, Inc. 49
Questions
How many financial advisors does Captrust have in Raleigh?
120 investment adviser representatives are registered at Captrust offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 25 list the CFP designation and 63 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Raleigh?
Captrust ranks number 2 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.
How do I check a Captrust advisor in Raleigh?
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.