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Financial ADVSR advisor directory · SEC adviser records

Captrust financial advisors in Lynchburg, VA

Every SEC-registered investment adviser representative at a Captrust office in Lynchburg, A to Z.

4 registered advisors work at Captrust in Lynchburg, out of 915 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.

Captrust advisors in Lynchburg, A to Z

Every Captrust advisor →

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 Lynchburg

All Lynchburg advisors →

LPL Financial LLC 14Davenport & Company LLC 12Robert W. Baird & Co. Incorporated 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Legacy Wealth Management Group, Inc. 7Wells Fargo Clearing Services, LLC 7Edward Jones 6Equitable Advisors, LLC 6Truist Advisory Services, Inc. 6Cambridge Investment Research Advisors, Inc. 5MML Investors Services, LLC 5Montvue Capital Management, Inc. 4

Questions

How many financial advisors does Captrust have in Lynchburg?

4 investment adviser representatives are registered at Captrust offices in Lynchburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Is Captrust one of the largest advisor employers in Lynchburg?

Captrust ranks number 12 in Lynchburg by registered advisors; LPL Financial LLC has the most, with 14.

How do I check a Captrust advisor in Lynchburg?

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.