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Julie Lynn Crowe

Captrust

Raleigh, NC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-13
  • NC RA
    APPROVED
    Since 2023-04-13

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Chapel Hill NC 06/2010 01/2018
Raymond James Financial Servives, Inc. Chapel Hill NC 01/2018 09/2021
Phonex Wealth Advisors Chapel Hill NC 01/2018 09/2021
Cetera Advisor Networks Llc El Segundo CA 09/2021 11/2022
Erickson Advisors Greensboro NC 09/2021 10/2022
Capfinancial Securities Llc Raleigh NC 02/2023 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2023 Present
  • 06/2010 → 01/2018
    Charles Schwab & Co., Inc
    Chapel Hill, NC
  • 01/2018 → 09/2021
    Raymond James Financial Servives, Inc.
    Chapel Hill, NC
  • 01/2018 → 09/2021
    Phonex Wealth Advisors
    Chapel Hill, NC
  • 09/2021 → 11/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2021 → 10/2022
    Erickson Advisors
    Greensboro, NC
  • 02/2023 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 02/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-18
S63 Uniform Securities Agent State Law Examination 1998-06-22
  • S65 Uniform Investment Adviser Law Examination
    2015-08-18
  • S63 Uniform Securities Agent State Law Examination
    1998-06-22

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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