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
Delores Thomsen (CRD# 1081628) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 41 years of experience in the finance industry.
John Thorne (CRD# 446350) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 24 years of experience in the finance industry.
Charles Upshaw (CRD# 712077) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 43 years of experience in the finance industry.
Matthew Vaughan (CRD# 4734008) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 17 years of experience in the finance industry.
Matthew West (CRD# 6800252) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 6 years of experience in the finance industry.
Timothy Whetro (CRD# 1845826) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Toledo, OH and has over 24 years of experience in the finance industry.
Susan Whitfield (CRD# 4803657) 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.
David Wilke (CRD# 2258159) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.
Robert Williams (CRD# 2189828) 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.
Jonathan Wolfsohn (CRD# 1245652) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Melville, NY and has over 40 years of experience in the finance industry.