Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Roanoke, VA
Every SEC-registered investment adviser representative at a Captrust office in Roanoke, A to Z.
4 registered advisors work at Captrust in Roanoke, out of 915 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Roanoke, A to Z
Every Captrust advisor →- Terence H. CrowgeyChartered Financial Analyst
- Amanda M. Crowgey WellsInvestment adviser rep
- Raymond J. IronsInvestment adviser rep
- James T. Pugh Jr.Chartered 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 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 Roanoke
All Roanoke advisors →Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10
Questions
How many financial advisors does Captrust have in Roanoke?
4 investment adviser representatives are registered at Captrust offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Roanoke?
Captrust ranks number 20 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.
How do I check a Captrust advisor in Roanoke?
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.