Keith
Faulkner
Captrust
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About this Advisor
Keith Faulkner is a financial advisor based in Boston, Massachusetts, working with Captrust. Keith has previously held positions at Capfinancial Partners, LLC. (Captrust) and Boston Advisors, LLC. Keith has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Keith is part of Captrust, which operates out of Boston, Massachusetts. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Keith Faulkner Work History
Capfinancial Partners, LLC. (Captrust)
Boston Advisors, LLC
Disclosures
Please visit the SEC profile of Keith Faulkner 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
Dayton, OH
Raleigh, NC
Houston, TX
Raleigh, NC
San Antonio, TX
Tampa, FL
Birmingham, AL
Phoenix, AZ
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