Helen Elizabeth Marshall

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

• 06/2017 → 02/2020
  Old North State Trust, Llc
  Greensboro, NC
• 03/2020 → 10/2022
  Sound View Wealth Advisors Group
  Savannah, GA
• 08/2013 → 05/2017
  Appalachian State University
  Boone, NC
• 11/2022 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2021-12-21 → 2022-09-19
  Sound View Wealth Advisors Group, Llc
  Savannah, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-06

Other Names

• Helen Marshall