Marcel Plomteaux
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Marcel Plomteaux? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- CaptrustJul 2023 to now
- Capfinancial Partners LLC (captrust)Jul 2021 to now
- Capfinancial Securities LLCJul 2021 to now
- Five Star BankNov 2020 to Jul 2021
- Lucilles Smokehouse Bar-b-queMay 2015 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7786648
- Firm CRD
- 175112