Christeen
Reeg

Captrust

CRD#2370770
Investment Advisor
in Folsom, CA

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About this Advisor

Christeen Reeg is a financial advisor who works out of Folsom, California with a total of 2 years of relevant experience. Reeg is an advisor for Captrust. During their career, the advisor has held roles at Wells Fargo Advisors Financial Network LLC, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Reeg has a Series 63 license, certifying them as a securities broker, and is registered to operate in California and Texas. Captrust is an advisory business that has its headquarters in Raleigh, NC. It has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in total assets between its 76,254 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 customer accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets. Captrust provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Captrust most likely include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1130 Iron Point Rd Ste 100
Folsom, CA 95630

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

CA Average: $3,625,019,099
Total Number of Employees

1,338

CA Average: 22
Total Number of Accounts

76,254

CA Average: 1,917
Average Account Size

$9,371,153

CA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Christeen Reeg Work History

Christeen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Capfinancial Partners LLC (Captrust)

2021 - Present (3 years)

Capfinancial Securities LLC

2009 - 2021 (12 years)

Wells Fargo Advisors Financial Network LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christeen Reeg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Captrust

Michael Knowles
Raleigh, NC
Kristopher Byrd
Raleigh, NC
Valerie Young
Raleigh, NC
Vivian Houchens
Raleigh, NC
Adam Powell
Clarkston, MI
Nicholas Mellone
Leesburg, VA
Kathryn Mccall
Sacramento, CA
Errol Hau
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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