Wendy
Reid
Captrust
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About this Advisor
Wendy Reid is a financial advisor based in Charlotte, North Carolina, working with Captrust. Wendy has previously held positions at Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Wendy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Wendy is part of Captrust, which operates out of Charlotte, North Carolina. 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
Wendy Reid Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Disclosures
Please visit the SEC profile of Wendy Reid 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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