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
Richard Yercheck (CRD# 4056284) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Monroe, NC and has over 24 years of experience in the finance industry.
Lawrence Zavadoff (CRD# 2539140) 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.
Robert Fears (CRD# 6655533) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has over 4 years of experience in the finance industry.
Richard Fields (CRD# 6772883) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has 1 year of experience in the finance industry.
Rachel Griffin (CRD# 7501116) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has 1 year of experience in the finance industry.
Samuel Knight (CRD# 4294778) 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.
Christopher Louk (CRD# 7797930) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.
Marvin Musselwhite (CRD# 7299932) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 3 years of experience in the finance industry.
Rebecca Rivera (CRD# 7141485) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Greenville, SC and has over 3 years of experience in the finance industry.
Martha Thorne (CRD# 7241362) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 2 years of experience in the finance industry.