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About this Advisor
William Whitten is a certified financial planner working in Raleigh, North Carolina, who has been in the financial industry for 12 years. Whitten is an employee of Captrust. Over the course of their career, Whitten has held roles at Holmes Murphy, Minnesota Life Ins Co, Securian Financial Service, Inc, Holmes Murphy Financial Srvcs, Visionpoint Advisory Group, Captrust Financial Advisors and Captrust. Whitten holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Texas. Captrust is a registered investment company operating out of Raleigh, North Carolina. It has offices in 34 locations and a total of 412 advisors. It oversees $274 billion in assets under management among its 16,305 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 74 charities and foundations. Of its 16,305 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a diverse array 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. A financial advisor's fee schedules largely are based on the type of services. Fee types billed by Captrust most likely are comprised 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 Whitten Work History
William has 12 years of experience.
Visionpoint Advisory Group
Captrust Financial Advisors
Minnesota Life Ins Co
Securian Financial Service, Inc
Holmes Murphy Financial Srvcs
William Whitten has disclosures.
Please visit their SEC profile for more details.