Stephen Bush, financial advisor Weddington NC

Stephen Bush

CRD Number: 1898917
Current Firm: Capital Investment Advisory Services, LLC

Stephen Bush (CRD# 1898917) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Weddington, NC and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Aug 2018 - Current 5
Capital Investment Advisory Services, LLC Raleigh, NC Aug 2018 - Current 5
Lpl Financial Llc (f/k/a Linsco/private Ledger Corp.) Weddington, NC Aug 1995 - Aug 2018 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Jan 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen E. Bush
Phone Number: 919-831-2370
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,965
    MILLIONS
  • Total Number of Accounts
    8,913
    ACCOUNTS
  • Average Account Value
    $220,474
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

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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