Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Greenville, SC
Every SEC-registered investment adviser representative at a Captrust office in Greenville, A to Z.
17 registered advisors work at Captrust in Greenville, out of 915 at the firm nationwide; it ranks number 11 in the city by advisors. 8 list the CFP designation and 4 are also registered broker representatives.
Captrust advisors in Greenville, A to Z
Every Captrust advisor →- Olivia BaffourAlso a broker rep
- Wesley M. BoyceCertified Financial Planner
- James A. Cannon Jr.Certified Financial Planner
- Harrison M. CollinsCertified Financial Planner
- Maura S. CopseyInvestment adviser rep
- Christine R. CunninghamCertified Financial Planner
- Gary C. DavisInvestment adviser rep
- Carter R. HallCertified Financial Planner
- Nicholas HodgkinsCertified Financial Planner · Also a broker rep
- Jason E. LewisCertified Financial Planner
- Morgan D. MerlineInvestment adviser rep
- Russell B. MillerCertified Financial Planner
- Alan R. Nachman IIAlso a broker rep
- Benjamin K. Norwood IIIInvestment adviser rep
- Thomas J. Reynolds IIIInvestment adviser rep
- James R. TaltonInvestment adviser rep
- John A. TortoriciAlso 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 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Greenville
All Greenville advisors →Edward Jones 42Td Private Client Wealth LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 33LPL Financial LLC 29Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 23UBS Financial Services Inc. 21Foster Victor 18Strategic Advisers LLC 18Ameriprise Financial Services, LLC 17Truist Advisory Services, Inc. 16Equitable Advisors, LLC 14
Questions
How many financial advisors does Captrust have in Greenville?
17 investment adviser representatives are registered at Captrust offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 8 list the CFP designation and 4 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Greenville?
Captrust ranks number 11 in Greenville by registered advisors; Edward Jones has the most, with 42.
How do I check a Captrust 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 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.