Robert Anthony Dean Eagle

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 09/2013 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2007-06-22 → 2013-09-05
  Mmc Securities Llc
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-18
• S63 Uniform Securities Agent State Law Examination
  2007-05-03

Other Names

• Bob Eagle