Meghan Lusk

CRD 5806455 · Captrust · Alexandria, VA

IA RegisteredBroker

Also appears in the source record as: Meghan C Lusk; Meghan Colleen Lusk

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 63Series 66Series 7TOSIESeries 7
Registered states (3): Delaware · Florida · Virginia
Years in the industry (source record): 15
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (7)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Alexandria, VA · BD capacity

Feb 27, 2025 → present
CaptrustCurrent
Alexandria, VA · IA capacity

Feb 27, 2025 → present
Campbell Wealth Management, Inc.
IA capacity

Mar 21, 2019 → Mar 28, 2025
Madison Avenue Securities, LLC
BD capacity

Apr 22, 2019 → Dec 23, 2024
Sullivan, Bruyette, Speros & Blayney, LLC
IA capacity

May 18, 2016 → Feb 8, 2019
Ing Financial Partners, Inc
IA capacity

Aug 5, 2011 → Aug 28, 2012
Ing Financial Partners, Inc.
BD capacity

Jul 11, 2011 → Aug 28, 2012

Source & corrections

Where this page comes from

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