Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Captrust office in Dallas, A to Z.
18 registered advisors work at Captrust in Dallas, out of 915 at the firm nationwide; it ranks number 48 in the city by advisors. 8 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors in Dallas, A to Z
Every Captrust advisor →- Peyton A. AskInvestment adviser rep
- Dane M. DauzatInvestment adviser rep
- Philip M. DebruynAlso a broker rep
- Daniel T. DrakeCertified Financial Planner
- Thomas S. GileInvestment adviser rep
- Anthony J. HarvotCertified Financial Planner
- Kelly M. Hendrick PattilloInvestment adviser rep
- Michael A. HorlickCertified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Wilson S. Hoyle IVInvestment adviser rep
- Philip B. KeltonAlso a broker rep
- Brandon H. KershawCertified Financial Planner
- Jones McNamaraInvestment adviser rep
- David W. MizeCertified Financial Planner
- Mark R. NokyosCertified Financial Planner
- John A. PickettAlso a broker rep
- Noel T. StricklingInvestment adviser rep
- Lillie M. WareCertified Financial Planner · Also a broker rep
- William T. WhittenCertified Financial Planner · Also 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 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Captrust have in Dallas?
18 investment adviser representatives are registered at Captrust offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 8 list the CFP designation and 5 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Dallas?
Captrust ranks number 48 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Captrust advisor in Dallas?
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.