Cheryl Spahr Wickham

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

• 02/2008 → 12/2017
  Ubs Financial Services Inc
  Raleigh, NC
• 02/2018 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 02/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2008-03-04 → 2017-12-19
  Ubs Financial Services Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2008-02-12
• S63 Uniform Securities Agent State Law Examination
  1994-09-12

Other Names

• Cheryl Spahr
• Cheryl Sample
• Cheryl Osterhus