Roy Bass
Advisor at Capital Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capital Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Firm
Capital Investment Advisory Services, LLC
Location
Fuquay Varina, NC 27526
Cic Advisers, Llc
2006 - Present (20 years)
Charitable Management Advisors, Inc.
1997 - 2025 (28 years)
Capital Investment Brokerage, Inc.
1997 - Present (29 years)
Strategic Asset Management Consultants, Inc.
1993 - Present (33 years)
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