Walter
Keys

Captrust

CRD#1279278
Investment Advisor
in Raleigh, NC
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About this Advisor

Walter Keys is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered financial advisor with Captrust, they have accrued an impressive 21 years of experience in the financial advisory industry. Keys has Series 63 and Series 66 licenses, qualifying them as a securities representative. Keys can work with clients based out of North Carolina. Throughout their career, they have worked at Captrust Financial Advisors, Union Central Life Insurance Co, Ameritas Investment Corp, Lpl Financial and Capfinancial Securities, LLC. Captrust is located in Raleigh, North Carolina, and operates out of 34 additional locations throughout the United States. Overall, Captrust manages $274 billion in assets across 16,305 accounts and employs more than 412 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 9,438 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Captrust can provide 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

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

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

NC Average: $1,890,985

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Investment Advisory Services

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

Walter Keys Work History

Walter has 21 years of experience.

2014 - Present (5 years)

Captrust Financial Advisors

2014 - Present (5 years)

Capfinancial Securities, LLC

2009 - 2014 (5 years)

Lpl Financial

2006 - 2009 (3 years)

Ameritas Investment Corp

1997 - 2009 (12 years)

Union Central Life Insurance Co

Disclosures

Walter Keys has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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