Michael PearlCRD Number: 1309595
Current Firm: Capital Investment Advisory Services, LLC
Michael Pearl (CRD# 1309595) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 19 years of experience in the finance industry. Michael Pearl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Cic Advisers, LLC||Durham, NC||Apr 2006 - Current||11|
|Capital Investment Group, Inc.||Durham, NC||Oct 2001 - Current||16|
|Michael F. Pearl, Cpa||Durham, NC||Feb 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- 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, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA