Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Memphis, TN
Every SEC-registered investment adviser representative at a Capital Analysts office in Memphis, A to Z.
3 registered advisors work at Capital Analysts in Memphis, out of 585 at the firm nationwide; it ranks number 55 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Capital Analysts advisors in Memphis, A to Z
Every Capital Analysts advisor →- Larry C. ClaytonChartered Financial Consultant · Also a broker rep
- Jeremy S. ForbisCertified Financial Planner · Also a broker rep
- John P. WebberAlso a broker rep
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 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Memphis
All Memphis advisors →Raymond James & Associates, Inc. 111MML Investors Services, LLC 59LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 32UBS Financial Services Inc. 32Raymond James Financial Services Advisors, Inc. 26Wells Fargo Clearing Services, LLC 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Legacy Wealth Management, LLC 15Kelman Lazarov Inc. 12
Questions
How many financial advisors does Capital Analysts have in Memphis?
3 investment adviser representatives are registered at Capital Analysts offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Memphis?
Capital Analysts ranks number 55 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 111.
How do I check a Capital Analysts advisor in Memphis?
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.