Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugh? Claim Your ProfileHugh Wilson Cole is a registered investment advisor representative with Captrust. Hugh has been in the securities industry since June 2000 and has a Series 7, Series 63 and Series 66 license. Hugh has worked for Captrust since June 2008 and has also worked for RAYMOND JAMES FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., and HARRIS INVESTOR SERVICES LLC. Hugh specializes in providing financial planning and investment management services for individuals, businesses, and institutions.
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.
1
2
NC
08/01/2018 - Present
Captrust (RALEIGH NC)
NC
11/13/2007 - 05/27/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON NC)
NC
08/09/2002 - 11/13/2007
UVEST FINANCIAL SERVICES GROUP, INC. (LEXINGTON NC)
NJ
06/02/2000 - 08/01/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hugh Cole is the right advisor for you? Invested Better is here to help.
