Capital Investment Services, LLC
Capital Investment Services, LLC (CRD# 121567) is a financial advisory firm headquartered in Lynnwood, WA. They manage $29,396,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$979,867
- A percentage of assets under your management
- 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
Scott Minnig (CRD# 4557125) is an Investment Advisor Representative working at Capital Investment Services, LLC in Lynnwood, WA and has over 14 years of experience in the finance industry.
Thomas Over (CRD# 4557122) is an Investment Advisor Representative working at Capital Investment Services, LLC in Lynnwood, WA and has 1 year of experience in the finance industry. Thomas Over has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.