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Patricia Ledbetter
Client Management Consultant at Captrust
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Work Experience
Client Management Consultant
Sep 2023 - Present · 1 years and 3 months
PM Life Investment, Inc.
Notary Public, Loan Signing Agent, Owner
Jul 2017 - Present · 7 years and 5 months
Advisory Account Manager (Relationship Manager)
Jul 2021 - Feb 2023 · 1 years and 7 months
Company Details
1001-5000 Employees
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Website
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4208 Six Forks Road
1700
Raleigh, NC 27609, US
Keywords
Retirement Plan Advisory ServicesInvestment AdvisoryNonqualified Advisory ServicesDiscretionary Investment ManagementFinancial & Estate PlanningProvider Search & Selection / Fee BenchmarkingParticipant Education & AdviceFiduciary Process Management
Contact Details
- Email AddressP**@captrust.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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