Charles Sowers (CRD# 1226861) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Salisbury, NC and has over 40 years of experience in the finance industry.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | May 2019 - Current | 4 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | May 2019 - Current | 4 |
| Cl&eks, Inc. | Salisbury, NC | May 2015 - Current | 8 |
| Midway Investments, LLC | Salisbury, NC | Jul 2002 - Current | 21 |
| Raymond James Financial Services | Salisbury, NC | May 2015 - Jun 2019 | 4 |
| Raymond James Financial Services Advisors Inc. | Salisbury, NC | May 2015 - Jun 2019 | 4 |
| Wells Fargo Advisors LLC | Salisbury, NC | Jul 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1991 |
- 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)
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