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.
Firm
Capital Investment Advisory Services, LLC
Location
Springfield, GA 31329
Credentials
Series 63, Series 65
Industry experience
2 years
Up to 2% annually; typical basic fee schedule is 2% annually, which may be negotiable and reduced based on client circumstances.
Commissions up to 2% for Portfolio Review Services; also commissions may be earned by IARs through affiliated broker-dealers on sales of mutual funds, variable annuities, and other products.
Hourly fee not to exceed $250/hour for Portfolio Review and Financial Planning Services.
Account minimum: No minimum account size required; however, accounts may be subject to a minimum annual fee of $500, which may be negotiable. Minimum fee: Minimum annual fee of $500 may apply and is negotiable. Fee-only: Fee basis for Portfolio Review and Financial Planning Services with minimum $500 and maximum $2,500 fees.
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, GA
Edward Jones
Series 66
Port Wentworth, GA
Edward Jones
Series 66
Rincon, GA
Edward Jones
Series 63, Series 66
Hardeeville, SC
Fidelity
Richard Schnurr serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments in various roles since 2015, including Financial Consultant, Investment Consultant, and Retirement Solutions Consultant. His professional experience encompasses advising clients on financial strategies that focus on tax efficiency, legacy planning, and goal-based needs. In his role, Richard advocates for clients and their families, aiming to support them in achieving financial freedom. He emphasizes building relationships based on trust and integrity. Outside of his professional responsibilities, Richard enjoys family activities, football, golf, hiking, outdoor adventures, and traveling.
Series 66
Guyton, GA
Lincoln Investment
CFP®, Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
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