Charles Cox (CRD# 6380883) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Fayetteville, NC and has over 9 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4560006
Lpl Financial LLC
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group Inc. | Raleigh, NC | Oct 2020 - Current | 3 |
| Capital Investment Advisory Services LLC | Raleigh, NC | Oct 2020 - Current | 3 |
| Holt Oil Co, Inc. | Fayetteville, NC | Oct 2018 - Current | 5 |
| Morgan Stanley | Raleigh, NC | Jun 2015 - Oct 2018 | 3 |
| Fidelity Brokerage Services LLC | Durham, NC | Aug 2014 - Jun 2015 | < 1 |
| Strategic Value Media | Raleigh, NC | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2014 |
- NC
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Total Assets Under Management1,965MILLIONS
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Total Number of Accounts8,913ACCOUNTS
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Average Account Value$220,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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