Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC (CRD# 149124) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,965,083,259 in 8,913 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management1,965MILLION
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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
Edward Sabo (CRD# 3241060) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Murrells Inlet, SC and has over 24 years of experience in the finance industry.
Frank Shields (CRD# 1027211) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 42 years of experience in the finance industry.
Daniel Shive (CRD# 5764165) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Kimberlee Sipe (CRD# 4837808) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 19 years of experience in the finance industry.
Aaron Smith (CRD# 5916609) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 12 years of experience in the finance industry.
Welton Smith (CRD# 1610459) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 37 years of experience in the finance industry.
Clifford Sorel (CRD# 1545457) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Salisbury, NC and has over 37 years of experience in the finance industry.
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.
Richard Taylor (CRD# 4866506) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Clarksville, TN and has over 19 years of experience in the finance industry.
Marcus Terdik (CRD# 2653954) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 22 years of experience in the finance industry.