Lory
Ringley
Captrust
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About this Advisor
Lory Ringley is a financial advisor operating in San Antonio, Texas with a total of 1 year of industry experience. Ringley works at Captrust. During their career, the advisor has held roles at Chase Investment Services Corp, Usaa Financial Advisors Inc, United Services Automobile Association, Usaa, Usaa Investment Management Company, Usaa Financial Planning Services, Charles Schwab & Co., Inc, Swbc Investment Services, LLC, Swbc Investment Company, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Ringley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Captrust is a registered investment firm headquartered in Raleigh, NC. It has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in total assets between its 76,254 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 136 charities and foundations. Of its 76,254 customer accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets. Captrust offers a broad assortment of services, such as 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. Fees charged by financial advisors typically are based on the financial services. Fees billed by Captrust most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
Lory Ringley Work History
Lory has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Swbc Investment Services, LLC
Swbc Investment Company
Charles Schwab & Co., Inc
Usaa Financial Advisors Inc
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa
United Services Automobile Association
Chase Investment Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lory Ringley 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
Wilmington, NC
Clarkston, MI
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Sacramento, CA
Leesburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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