1 week ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
Non-branch Location
Santa Barbara,
CA
93101
Phone: 800.216.0645
Mon–Fri, 8:30 am–5:00 pm
Institutional Retirement
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Principal,
Financial Advisor
1 week ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
1 month ago
On August 25, 2023, the IRS announced a two-year delay...
2 months ago
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
2 months ago
The classic 1982 film Never Say Never Again marked Sean...