Joseph Gay (CRD# 3082980) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilmington, NC and has over 25 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Jan 2018 - Current | 6 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Jan 2018 - Current | 6 |
| Cetera Investment Serivices LLC | St. Cloud, MN | Mar 2017 - Dec 2017 | < 1 |
| Cetera Investment Advisors | Wilmington, NC | Mar 2017 - Dec 2017 | < 1 |
| First National Bank Of Pa | Wilmington, NC | Mar 2017 - Dec 2017 | < 1 |
| Securities America, Inc. | Wilmington, NC | Oct 2014 - Mar 2017 | 2 |
| Securities America Advisors | Wilmington, NC | Oct 2014 - Mar 2017 | 2 |
| Wells Fargo Advisors, LLC | Raleigh, NC | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- 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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