Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Captrust office in San Antonio, A to Z.
26 registered advisors work at Captrust in San Antonio, out of 915 at the firm nationwide; it ranks number 20 in the city by advisors. 6 list the CFP designation and 2 are also registered broker representatives.
Captrust advisors in San Antonio, A to Z
Every Captrust advisor →- David S. AkrightCertified Financial Planner, Chartered Financial Consultant
- Kevin J. BarnettAlso a broker rep
- Heather F. CaussadeCertified Financial Planner
- Emily S. CopelandInvestment adviser rep
- John D. EadieCertified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Sherry L. EgenolfInvestment adviser rep
- Rosa A. EstradaCertified Financial Planner
- Ramiro FernandezChartered Financial Analyst
- Ryan R. GriffinChartered Financial Analyst
- Eshani GupteChartered Financial Analyst
- Joshua C. HudsonChartered Financial Analyst
- Leeann T. IaconaInvestment adviser rep
- Christina K. LecholopInvestment adviser rep
- Christian LedouxChartered Financial Analyst
- Trevor C. MansourInvestment adviser rep
- Reid A. MartensInvestment adviser rep
- Jessica A. MayoInvestment adviser rep
- Christine MorrisonCertified Financial Planner
- Thomas H. OliphintInvestment adviser rep
- Brian PettisInvestment adviser rep
- Shane D. PriceCertified Financial Planner
- Mark A. SalazarInvestment adviser rep
- Michelle R. ScarverPersonal Financial Specialist
- Stephanie M. SmithInvestment adviser rep
- Julie K. TurnerAlso a broker rep
- David R. WallaceChartered Financial Analyst
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 31Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16Uniontown, OH 16
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 126Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Frost Investment Services 86Morgan Stanley 78LPL Financial LLC 75Capital Client Group, Inc. 57Strategic Advisers LLC 57Victory Capital Management Inc. 57Edward Jones 55Ameriprise Financial Services, LLC 46State Farm Investment Management Corp. 42Usaa Investment Services Company 38
Questions
How many financial advisors does Captrust have in San Antonio?
26 investment adviser representatives are registered at Captrust offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 6 list the CFP designation and 2 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in San Antonio?
Captrust ranks number 20 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 126.
How do I check a Captrust advisor in San Antonio?
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.