Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Alexandria, VA
Every SEC-registered investment adviser representative at a Captrust office in Alexandria, A to Z.
13 registered advisors work at Captrust in Alexandria, out of 915 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.
Captrust advisors in Alexandria, A to Z
Every Captrust advisor →- Quinn W. ArcherInvestment adviser rep
- Andrew J. AtarasCertified Financial Planner · Also a broker rep
- Nathan BlumenscheinCertified Financial Planner · Also a broker rep
- Kelly P. CampbellCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Richard L. ClementCertified Financial Planner · Also a broker rep
- Frances FangCertified Financial Planner · Also a broker rep
- Tyler J. FrechCertified Financial Planner · Also a broker rep
- Scott C. LemenAlso a broker rep
- Meghan LuskCertified Financial Planner · Also a broker rep
- Mark M. PrestonCertified Financial Planner
- Jacob RawlingsAlso a broker rep
- Brian StewartCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jaylen ThomasAlso 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 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
Other firms in Alexandria
All Alexandria advisors →Morgan Stanley 33Strategic Advisers LLC 30Wells Fargo Clearing Services, LLC 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Wells Fargo Advisors Financial Network, LLC 19LPL Financial LLC 17Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 8First Command Advisory Services 8Monument Wealth Management 7Raymond James Financial Services Advisors, Inc. 7Truist Advisory Services, Inc. 7
Questions
How many financial advisors does Captrust have in Alexandria?
13 investment adviser representatives are registered at Captrust offices in Alexandria, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Alexandria?
Captrust ranks number 8 in Alexandria by registered advisors; Morgan Stanley has the most, with 33.
How do I check a Captrust advisor in Alexandria?
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.