Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

12 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



Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management


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


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


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

William Whitten Work History

William has 12 years of experience.

2015 - Present (4 years)


2011 - 2011 (0 years)

Visionpoint Advisory Group

2011 - Present (8 years)

Captrust Financial Advisors

2008 - 2011 (3 years)

Minnesota Life Ins Co

2008 - 2011 (3 years)

Securian Financial Service, Inc

2008 - 2011 (3 years)

Holmes Murphy Financial Srvcs

2006 - 2011 (5 years)

Holmes Murphy


William Whitten has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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