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
Hiawassee, GA 30546
Credentials
Series 63, Series 66
Industry experience
23 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.
2010 - Present (16 years)
National Life Insurance Of Vermont
2003 - Present (23 years)
National Financial Services Group
2003 - Present (23 years)
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.
CFP®
Blairsville, GA
Contemporary Financial Planning
Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.
Series 66
Blairsville, GA
Edward Jones
CFP®, ChFC®, Series 66
Blairsville, GA
Edward Jones
Series 63, Series 66
Hayesville, NC
Edward Jones
CFP®, Series 65
Blairsville, GA
CapSouth Wealth Management
Series 66
Hiawassee, GA
IFG Advisory, LLC
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