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Anne Andrews Flink

Captrust

Greenville, SC

CRD 6567543

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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:

Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-02-25
  • SC RA
    APPROVED
    Since 2022-02-25

Branch Locations

1116 South Main Street, Greenville, SC 29601 • 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
Parsec Financial Management Asheville NC 12/2012 12/2021
Parsec Financial Management Asheville NC 01/2022 01/2022
Capfinancial Partners, Llc (Captrust) Raleigh NC 01/2022 Present
  • 12/2012 → 12/2021
    Parsec Financial Management
    Asheville, NC
  • 01/2022 → 01/2022
    Parsec Financial Management
    Asheville, NC
  • 01/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-08-11 → 2022-01-18
    Parsec Financial
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-01
  • S65 Uniform Investment Adviser Law Examination
    2017-08-01
Designations
  • Certified Financial Planner
Other Names
  • Anne Carrie Andrews
  • Anne Andrews Flink
  • Anne Carrie Andrews Sarkie

View on SEC IAPD

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