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Valerie Willetts Young

Captrust

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About Valerie Willetts Young

Valerie Willetts Young is an Investment Advisor Representative at Captrust. Valerie is a licensed investment advisor in North Carolina. She has been in the industry since April 2013 and has worked for Captrust since September 2017. Valerie has passed the Uniform Investment Adviser Law Examination (Series 65) in March 2014. Valerie is a member of the Captrust team which provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Valerie Young 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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Valerie Young’s Registration & Firm History

NC

10/16/2017 - Present

Captrust (RALEIGH NC)

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Licenses & Designations

IA

Issued 03/21/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Valerie Willetts Young.
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