Britni Mosher, financial advisor Boeme TX

Britni Mosher

CRD Number: 7430482
Current Firm: Captrust

Britni Mosher (CRD# 7430482) is an Investment Advisor Representative working at Captrust in Boeme, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners, Llc (captrust) Raleigh, NC Sep 2021 - Current 2
Covenant Boerne, TX Aug 2020 - Sep 2021 1
Cracker Barrel Old Country Store Lubbock, TX Jun 2016 - Aug 2020 4
Texas Tech University Lubbock, TX Aug 2017 - May 2020 2
East Texas Baptist University Marshall, TX Aug 2015 - May 2017 1
Frenship High School Wolfforth, TX Jan 2012 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Britni J. Mosher
Phone Number: 919-870-6822
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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