Scott SafferCRD Number: 4516142
Current Firm: Capital Investment Advisory Services, LLC
Scott Saffer (CRD# 4516142) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 14 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Cic Advisers, LLC||Winston-salem, NC||Oct 2005 - Current||11|
|Capital Investment Group, Inc.||Raleigh, NC||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
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