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About this Advisor
Charles Hite is a certified financial planner who works out of Raleigh, North Carolina, who has been in the industry for 13 years. Hite is an advisor for Captrust. During their career, the advisor has held roles at Capfinancial Securities, LLC, Wachovia Securities, LLC and Captrust Financial Advisors. Hite maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in North Carolina and Texas. Captrust is an advisory firm headquartered in Raleigh, North Carolina. The company has offices in 34 locations and a total of 412 advisors. It handles $274 billion in assets under management across its 16,305 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 74 charitable organizations. Of its 16,305 client accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. Captrust performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually vary depending on the financial services. However, fee types charged by Captrust likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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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
Charles Hite Work History
Charles has 13 years of experience.
Capfinancial Securities, LLC
Captrust Financial Advisors
Wachovia Securities, LLC
Charles Hite has disclosures.
Please visit their SEC profile for more details.