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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Sanford, NC

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

5 registered advisors work at Captrust in Sanford, out of 915 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Captrust advisors in Sanford, A to Z

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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 Sanford

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Edward Jones 9Davenport & Company LLC 4

Questions

How many financial advisors does Captrust have in Sanford?

5 investment adviser representatives are registered at Captrust offices in Sanford, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Sanford?

Captrust ranks number 2 in Sanford by registered advisors; Edward Jones has the most, with 9.

How do I check a Captrust advisor in Sanford?

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.