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About this Advisor
William Blair is a certified financial planner working out of Raleigh, North Carolina, with 13 years of financial industry experience. Blair currently works for Captrust. Throughout their career, Blair has worked at Captrust, Capfinancial Securities, LLC, Wells Fargo and Wells Fargo Advisors. Blair maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in North Carolina. Captrust is an advisory company that has its headquarters in Raleigh, North Carolina. The company has offices in 34 locations and a total of 412 advisors. It oversees $274 billion in assets under management between its 16,305 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets. The company provides a broad set of services, including 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 are based on which service is provided. Fees charged by Captrust most 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
William Blair Work History
William has 13 years of experience.
Capfinancial Securities, LLC
Wells Fargo Advisors
William Blair has no disclosures.
Please visit their SEC profile for more details.