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).
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Total Assets Under Management1,843MILLION
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Total Number of Accounts9,990ACCOUNTS
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Average Account Value$184,482
- 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, 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.