Patricia Ledbetter
Investment Adviser Representative at Captrust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia Ledbetter is an investment adviser representative with Captrust in Sacramento, CA, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Bangerter Financial Services, Inc. and National Wealth Partners LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 20
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- National Wealth Partners, LLCSep 2019 – May 2020Las Vegas, NV
- National Wealth Partners LLCMay 2019 – May 2020Las Vegas, NV
- Wind River SystemsOct 2005 – Jul 2018Alameda, CA
- Bangerter Financial Services, Inc.Aug 2021 – Feb 2023Roseville, CA
- Bangerter Financial Services, Inc.Jul 2021 – Feb 2023Roseville, CA
- PM LIFE Investment, Inc.Aug 2017 – Sep 2023Roseville, CA
- Enformion-confi-chekMay 2020 – Apr 2021Sacramento, CA
- Concorde Investment Services, LLCJul 2021 – Feb 2023Livonia, MI
- CapFinancial Partners LLC (CAPTRUST)Sep 2023 – no end date reportedRaleigh, NC
- self employedFeb 2023 – Sep 2023Roseville, CA
- self employedApr 2021 – Jul 2021Roseville, CA
- self employedJul 2018 – May 2019Roseville, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Captrust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 943
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Raleigh, NC
- SEC file number:
- 801-62193
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Captrust
Showing 12 of 943 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia Ledbetter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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