CAPTRUST’s Jon Strickland, senior vice president and financial advisor, was named to NAPA’s Top 50 under 40 “Young Guns” list for 2015. These young plan advisors are recognized as future industry leaders and seem eager to step up to the job.
- For CAPTRUST retirement plan clients
- For CAPTRUST wealth management clients with portfolio managed accounts (PMA)
- For CAPTRUST wealth management clients with separately managed accounts (SMA)
- For CAPTRUST wealth management clients with non-wrap fee-based accounts
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CAPTRUST Financial Advisors (also known as "CapFinancial Partners, LLC") is an investment adviser registered under The Investment Advisers Act of 1940. The principals of CAPTRUST have operated as an advisory team since 1989.
CAPTRUST Financial Advisors does not render legal, accounting, or tax advice. It has been prepared solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.
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CAPTRUST Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940.