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Amelia Senecal

Advisor at Capital Investment Advisory Services, LLC

Updated today

Location

Springfield, GA 31329

Credentials

Series 63, Series 65

Industry experience

2 years

About

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Investment Group, Inc and Vision Financial Group. Outside of advisory work, she is a fixed annuity and life insurance agent and also sells used clothing on Poshmark. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a variety of analytical methods and regularly monitoring client portfolios.

Client services

Based on Capital Investment Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Investment Advisory Services, LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies

Occupation focus

Based on Capital Investment Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Commissions

Commission basis for portfolio review services up to 2%; commissions on certain investment products via affiliated broker-dealers

Project-based

Hourly fees not to exceed $250/hour for financial planning and portfolio review services

Other

Minimum fee: Minimum annual fee of $500, may be negotiable Fee-only: Fee basis for financial planning and portfolio review services: $500 to $2,500 (negotiable)

Location

301 N. Laurel Street

Springfield, GA 31329

Most active in

Georgia

Work history

Capital Investment Group, Inc

2025 - Present (1 year)

Capital Investment Advisory Services, LLC

2025 - Present (1 year)

Capital Investment Group, Inc

2022 - 2025 (3 years)

Vision Financial Group

2022 - Present (4 years)

Kendra Scott

2020 - 2022 (2 years)

UnEMPLOYED

2020 - 2020 (1 year)

J. Crew

2019 - 2020 (1 year)

J. Crew

2019 - 2019 (1 year)

J. Crew

2017 - 2018 (1 year)

Knox County Board of Education

2016 - 2017 (1 year)

Lizard Thicket

2016 - 2016 (1 year)

J. Crew Factory

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott B

CFP®, Series 63, Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Talbert E

CFP®, Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Rachel B

Series 63, Series 65

Springfield, GA

Capital Investment Advisory Services, LLC

Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Capital Investment Group, Inc., Vision Financial, and Stella. She is also the owner of RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Robert F

Series 66

Springfield, GA

Capital Investment Advisory Services, LLC

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Chad B

Series 66

Guyton, GA

Lincoln Investment

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management, and ran Brennan Financial Services. Outside of his advisory role, Brennan serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, portfolio management, and advisory services.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael T

CFP®, Series 63, Series 66

Guyton, GA

Capital Analysts

Michael Thames is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Capital Analysts and Lincoln Investment. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Thames is also a finance committee member at Gateway Church, where he participates in quarterly meetings to discuss church finances and projects. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs an in-house Investment Management & Research team that constructs model portfolios using quantitative screening and proprietary fund lists, offering a range of mutual fund, ETF, and stock models with various discretionary options.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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