Valerie Willetts Young

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

• 04/2013 → 09/2017
  Bb&T Employee Benefits
  Raleigh, NC
• 09/2017 → Present
  Captrust Financial Advisors
  Raleigh, NC

Previous Registrations

• 2014-04-15 → 2017-04-12
  Bb&T Institutional Investment Advisers, Inc.
  Greenville, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-21

Other Names

• Valerie Marie Willets
• Valerie Willetts Young
• Valerie Marie Willetts