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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Crowley is an investment advisor representative registered with Captrust. Ellen has been with the firm since April 2015 and has over 25 years of experience in the financial industry. Ellen holds the Series 65 license and specializes in providing investment advice to individuals, families, and institutions. Ellen's firm, Captrust, is a nationally recognized investment advisory firm with a wide range of investment services, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
04/09/2015 - Present
Captrust (RALEIGH NC)
IA
Issued 01/31/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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