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James Raymond Valmonte

Captrust

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About James Raymond Valmonte

James Raymond Valmonte is an investment advisor representative with Captrust Financial Advisors. James Raymond Valmonte has been registered with the SEC since 2015. James Raymond Valmonte has passed the Series 63 and Series 65 exams, and the Series 7 and Series 31 exams. James Raymond Valmonte also holds the Certified Financial Planner designation.

Firm Information

James Valmonte is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Valmonte’s Registration & Firm History

NC

04/09/2015 - Present

Captrust (RALEIGH NC)

CA

10/11/2002 - 09/26/2006

AMERICAN FUNDS DISTRIBUTORS, INC. (BREA CA)

CA

01/23/2002 - 09/06/2002

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NY

11/19/1999 - 01/08/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 11/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Raymond Valmonte.
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