Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Devon, PA
Every SEC-registered investment adviser representative at a Captrust office in Devon, A to Z.
4 registered advisors work at Captrust in Devon, out of 915 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Devon, A to Z
Every Captrust advisor →- Christopher C. DautrichCertified Financial Planner
- Henry W. Hudson VCertified Financial Planner
- Douglas A. SwopeCertified Financial Planner
- Justin N. ThompsonCertified Financial Planner
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 Devon
All Devon advisors →Questions
How many financial advisors does Captrust have in Devon?
4 investment adviser representatives are registered at Captrust offices in Devon, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Devon?
Captrust ranks number 3 in Devon by registered advisors; Raymond James & Associates, Inc. has the most, with 16.
How do I check a Captrust advisor in Devon?
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.