Clark Naylor Callaway

Capital Investment Advisory Services, LLC

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Capital Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

106 advisors

Number of Clients

5,673 clients

Average Client Portfolio

$340K average

Assets Under Management

$1.9B

Fee Structure

Minimum Annual Fee:$500

Location

230-B Hwy 24, Morehead City, NC, 28557

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Capital Investment Group, INC.Broker

November 2016 - Present · 9 yrs 3 mos

Capital Investment Advisory Services, LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Principal Securities, INC.

August 2014 - November 2016 · 2 yrs 3 mos

Principal Securities, INC.Broker

August 2014 - November 2016 · 2 yrs 3 mos

Metlife Securities INC.

March 2014 - August 2014 · 5 mos

Metlife Securities INC.Broker

October 2006 - August 2014 · 7 yrs 10 mos

Metropolitan Life Insurance CompanyBroker

October 2006 - July 2007 · 9 mos

State Registrations7 states

CAFLNCOKPAVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.