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William Valk

Captrust

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About William Valk

William Valk is a financial advisor with Captrust. William has been a registered investment advisor for over 2 years. Prior to joining Captrust, William worked at Nomura Securities International, Inc. William has a Series 63, Series 65, and Series 7TO license. William is registered with the state of New York. William specializes in providing financial advice to individuals, businesses, and institutions. William has a strong track record of success in helping clients achieve their financial goals.

Firm Information

William Valk 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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William Valk’s Registration & Firm History

NY

02/03/2023 - Present

Captrust (Lake Success NY)

NY

02/15/2022 - 08/26/2022

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Valk.
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