Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Batchelder Spencer is a Registered Investment Advisor representative with Captrust. Heidi is registered in North Carolina and has been in the industry since November 2007. Heidi has one exam: the Uniform Investment Adviser Law Examination. Heidi is affiliated with Captrust, a firm that provides investment advisory services for individuals, businesses, and institutions. The firm manages assets for a wide range of clients including individuals, corporations, charities, and pension plans.
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
08/18/2020 - Present
Captrust (RALEIGH NC)
IA
Issued 10/15/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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