Capital Investment Advisory Services, LLC

Capital Investment Advisory Services, LLC (CRD# 149124) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,842,974,741 in 9,990 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,843
    MILLION
  • Total Number of Accounts
    9,990
    ACCOUNTS
  • Average Account Value
    $184,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Capital Investment Advisory Services, LLC
Showing 21 - 30 of 94 top financial advisors.
21
Richard L. Fields
CRD#: 2009421
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Richard Fields (CRD# 2009421) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.

22
Charles E. Forgason
CRD#: 1250516
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Charles Forgason (CRD# 1250516) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 39 years of experience in the finance industry.

23
Joseph B. Freedland
CRD#: 6136791
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Joseph Freedland (CRD# 6136791) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

24
Richard W. Gardner
CRD#: 2813612
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Richard Gardner (CRD# 2813612) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

25
Daniel M. Gaugert
CRD#: 2167221
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Daniel Gaugert (CRD# 2167221) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 32 years of experience in the finance industry.

26
Joseph D. Gay
CRD#: 3082980
Wilmington, NC

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.

27
Len B. Graddy
CRD#: 226872
101 A North Main Street, Hinesville, GA 31313

Len Graddy (CRD# 226872) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Hinesville, GA and has over 32 years of experience in the finance industry.

28
Jeffery A. Hanna
CRD#: 1866814
100 E. Six Forks Road, Suite 200, Raleigh, NC 27609

Jeffery Hanna (CRD# 1866814) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 23 years of experience in the finance industry.

29
Ronald T. Harden
CRD#: 1528810
7000 Houston Road, Bldg 200, Ste 23, Florence, KY 41042

Ronald Harden (CRD# 1528810) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Florence, KY and has over 37 years of experience in the finance industry.

30
Alex B. Hargrove
CRD#: 839820
5815 Oleander Drive, Ste 105, Wilmington, NC 28403

Alex Hargrove (CRD# 839820) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Wilmington, NC and has over 42 years of experience in the finance industry.

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