Matthew West (CRD# 6800252) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
CRD# 2640119
Cetera Investment Advisers LLC
CRD# 1388800
Janney Montgomery Scott LLC
CRD# 2920530
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Apr 2021 - Current | 3 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Apr 2021 - Current | 3 |
| Liberty Senior Living | Wilmington, NC | May 2019 - Current | 5 |
| Capital Investment Group, Inc. | Raleigh, NC | Oct 2017 - May 2019 | 1 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Oct 2017 - May 2019 | 1 |
| Capital Investment Companies | Raleigh, NC | May 2017 - May 2019 | 2 |
| Wake Forest University | Winston-salem, NC | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- 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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